What You Need
By bringing the following documents to your appointment (if they apply to you), we can get your tax preparation done as fast as possible!
No Dependents
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Valid Identification*
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Social Security Card*
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W-2's, 1099-NEC, etc.*
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Any other correspondence required to be reported (medical forms, retirements, taxes)*
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Letter 6475 (stimulus amount letter)*
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With Dependents
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Valid Identification*
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Social Security Card*
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W-2's, 1099-NEC, etc.*
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Any other correspondence required to be reported (medical forms, retirements, taxes)*
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Letter 6475 (stimulus amount letter)*
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Letter 6419 (advanced child tax credit letter)*
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Birth Certificates for all dependents
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Social Security Cards for all dependents
Businesses/
Partnerships
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Valid Identification*
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Social Security Card*
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W-2's, 1099-NEC, etc.*
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Any other correspondence required to be reported (medical forms, retirements, taxes)*
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Letter 6475 (stimulus amount letter)*
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Letter 6419 (advanced child tax credit letter)*
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Birth Certificates for all dependents
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Social Security Cards for all dependents
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Profit and Loss Statement
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Schedule K-1
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Articles of Formation
*Needed for both you and your spouse if filing jointly
IMPORTANT
COVID-19 INFORMATION!
Due to the recent surge of COVID-19, our office is OPEN, but we ask that if you are sick, please come in once you get better, or call us to learn more about our remote filing options!
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Help us stop the spread!
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The Tax Company
(956) 467-1967