You MUST schedule appointment for each individual that will require to file a tax return. If only one appointment is scheduled and there is more than one tax return to be filed, you might be asked to reschedule.

Please see below the list of tax documents we require to file your tax return:

Income: W-2's, 1099's, K-1's, Social Security Statement, Interest income, Dividends, Business Income & Expenses, Rental Income & Expenses, Unemployment, Sale Of Stocks & Crypto Currency

Credit: Student loan interest, Education credits (MUST bring form 1098-T), Daycare expenses (MUST show proof of payment/letter from Daycare)

Expenses: Mortgage interest & Property taxes, Charitable contribution

Additional Documents: Bank account information

Note: If you have a child under the age of 17 years old, you might be eligible for the Earned Income Credit and/or Child Tax Credit. If you are qualified, it is mandatory to bring the school/day care/doctor's letter, Social Security Card and Birth Certificate for the child.