Tax Information

Don't be scared of tax season. Scroll down to discover resources and content to help you out.

Short List of What to Bring

Curious what to bring to your appointment?  Bring all that apply to you

  • Social Security or other taxpayer ID numbers for you, your spouse, and dependents
  • Birth dates for you, your spouse, and dependents
  • Income statements: Forms W-2, W-2G, 1099-R, etc.
  • Interest and dividends statements from banks, brokerages, etc.
  • Form 1098 from your mortgage lender
  • A copy of last year’s tax return
  • Bank routing and account numbers
  • The amount you paid for childcare and the childcare provider’s tax identification number
  • Receipts for charitable donations

Scared of Tax Season?

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5 Tips to Make Tax Season Less Scary

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