income tax preparation

Valid Photo ID – This means your ID cannot be expired. Both spouses must be present. A driver’s license or a valid ID for taxpayer and spouse. Birth dates for the taxpayer, spouse, and dependents.

Social security card – Social Security cards for the taxpayer, spouse and dependents. Photocopies are unacceptable. An Individual Taxpayer Identification Number (ITIN) assignment letter may be substituted for those who do not have a Social Security number. Proof of foreign status, if applying for an ITIN.

Tax Earnings Documents – Forms W-2, 1099- NEC, 1099-INT, 1099-MISC, SSA- 1099, etc. Wage and earning statements (Form W-2, W-2G, 1099-R,1099-Misc) from all employers and other payors. Interest and dividend statements from banks (Forms 1099). Copies of income transcripts from IRS and state, if applicable. You may request your transcript from the IRS’ tools. A link is provided under our Useful Tools section on this page. The IRS transcript DOES NOT contain State information. You will need to obtain it from the AZ Department of Revenue. You may obtain a copy of the request form from our downloads page.

Other Tax Documents – If you have a Schedule C business or Schedule C rental property, please bring income and expense documents with totals for the year.

Childcare Expenses – To claim childcare expenses you need documentation. Total amount paid for daycare services and the daycare provider’s tax identifying number, such as their Social Security number or business Employer Identification Number.

Bank information – Proof of bank account routing and account numbers for direct deposit, such as a blank check. The taxpayer must have signatory authority on the account. A deposit slip or a debit card are unacceptable, as they do not have the required information.

Healthcare Coverage – If you purchased health insurance from the healthcare.gov marketplace, then bring Form 1095-A.

Prior Year’s Tax Returns – A copy of last year’s federal and state tax returns, if available. This is required only if you did not prepare your taxes with us last year.

Electronic filing – To file taxes electronically on a married-filing-joint tax return, both spouses must be present to sign the required forms. We will not file your returns electronically until both are present to sign.

You will need to either take photos or scans of the documents shown above. Additionally, you will need a selfie with you holding your valid photo ID. For married individuals, both spouses need to upload selfies with ID.