Frequently asked questions

Personal documents to bring for Income Taxes Appointment

Married Filing Joint and Married Separate

• Social Security or ITIN Number

• W2 Form

• ID or Driver's License

• Last Year 1040 Form Taxes

• All 1099's

Married with Children

• Social Security or ITIN Number

• Birth Certificate

• Married Certificate

• School Grade or Report Cards

• Vaccine Certificate Child's

• W2 Form

• ID or Driver's License

• Last Year 1040 Form Taxes

• All 1099's

Widowed

• Social Security or ITIN Number

• W2 Form

• ID or Driver's License

• Last Year 1040 Form Taxes

• All 1099's

Single

• Social security or ITIN number

• W2 form

• ID or Driver's License

• Last Year 1040 Forms Taxes

• All 1099's