What to Bring to your Tax Appointment?
If we did not prepare your return last year bring:
- Copy of last year’s tax return
- Social security cards for taxpayer, spouse, and all dependents
- Dates of birth for all individuals claimed on tax return
If you gained a dependent during the year bring:
- Social security card for that dependent
- Date of birth for that dependent
Additional information can be found using the links to the right.
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