What to bring to your appointment

1. Personal information
   1. Social Security Card or Individual Taxpayer Identification Number (ITIN) letter for everyone on the tax return: taxpayer, spouse, and dependents.
   2. Photo IDs for taxpayer and spouse
2. Sources of income tax documents
   1. Wage income from all employers (Form W-2)
   2. Form 1099s you received:
      1. Retirement income, Social Security, disability, unemployment
      2. Interest, dividends, sale of stocks, gambling
   3. Self-employment income (e.g. Uber, Doordash) and related business expenses and mileage.
   4. Cash payments, awards
3. Common expenses
   1. Out of pocket medical, dental, or prescription expenses
   2. Child and dependent care expenses
   3. Charitable donations records
   4. Student loan interest
   5. Mortgage interest (Form 1098) and real estate taxes
   6. Higher education expenses or scholarships (Form 1098-T)
4. Other:
   1. A copy of last year’s tax return.
   2. All other IRS tax documents you received.
   3. Bank account routing and account number.