Documents to bring
Do you find yourself running around searching for documents during tax season? Tax time doesn’t have to be chaotic. We have prepared an Income Tax Document Checklist to help you gather all the necessary information and documents. Bring this Income Tax Checklist and all related documents to our meeting.
Documents to bring along with the checklist above are:
1. State issued IDs
2. Social Security card for everyone including yourself, your spouse, and all dependents. We cannot file your tax return without the actual social security card being present.
3. All W-2s for you, your spouse, or any dependent who you will be claiming that made less than threshold indicated by the IRS for the year 2015.
4. All tax documents received.
5. Receipts for business expenses.