|
|
Guidelines for Individuals Requesting Tax Preparation Services Bring the following:
|
| • |
Social Security Card & Birth Certificate (1st time clients)
|
| • |
Driver's License
|
| • |
W2 Form
|
| • |
Interest Statements
|
| • |
Receipts for Charitable Contributions
|
| • |
Childcare Provider Information (where applicable)
|
|
|
Guidelines for Homeowners In addition to the items listed above, bring the following:
|
| • |
Property Tax Information
|
| • |
Proof of Interest Paid on Mortgages
|
|
|
|
|