Prepare For Your Appointment

We want to do your taxes right and get you the maximum refund. In order to do that, we’ll need you to bring all of the necessary documents. Read through the list below and bring all of your paperwork.

Please bring the original or a physical copy of your documents.

Personal Information

  • Photo ID

  • Social Security Card or Individual Tax Identification Number (ITIN) card or letter for all persons listed on the tax return

  • Routing and Account numbers for your checking or savings account

  • Completed Intake Packet (This can be completed at the time of your appointment)

Year-End Income Statements

  • W-2s for each job

  • 1099 forms for retirement, social security, unemployment, interest, dividends, or stock sales

Self-Employment (Examples: Uber, Lyft, Door Dash, etc.)

  • 1099-NEC and 1099-K forms

  • Expenses related to your self-employed work (Ex: vehicle mileage, cell phone cost, etc.)

  • Complete the Income and Expense Sheet

Education and Child Care Credits

  • Tuition and Education expenses you paid for your child to a college or university (1098-T)

  • Student Loan Interest Form (1098-E)

  • Child Care Expenses: Total amount paid in the tax year, Provider name, address, and Tax ID number

Charitable Contributions

  • Cash and non-cash donations made to a charitable organization

  • Qualified contributions to AZ schools and non-profit organizations (QCOs and QCFOS)

Additional Documents

  • Health Insurance Information (Form 1095-A) if purchased through the marketplace (Healthcare.gov)

  • Last Years Tax Returns

  • Letters Received from the IRS or State Department of Revenue