Client Information Form


WHAT TO BRING TO TAX OFFICE




1. Photo ID


2. Social Security Card for you , spouse and dependents


3. Birth dates for you
, spouse and dependents


4. Wage and earnings statement from all employers
( Forms  W-2, W-2G, 1099-R )


5.Interest and dividend statement
( Form 1099 )


6. Bank Routing and Account Number for Direct Deposit
 ( Voided Check or Bank Statement )


7. Total amount paid for Day Care
(Day Care Tax ID)


8. If your a Student, need form 1098- T  from College


9. Prior Year Return


10. If Married filling joint returns, spouse must be present


 

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