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IMPORTANT INFORMATION AND UPDATES

CLICK HERE to go to the IRS Site "Where's My Refund" for more information on your expected release date for your federal refund.

Click the below link to go to the State Sites "Where's My Refund" for more information on your expected release date for your state refund:

CLICK HERE to go to the IRS Site "Where's My Amended Return" for more information on your expected release date for your federal amended refund.

CLICK HERE to go to the IRS Site for the Coronavirus Tax Relief Economic Impact Payments.

What You Need To Have Your Taxes Prepared:

(Where applicable for your personal situation)

State Issued ID:

Driver's License, State ID, Passport,

Military ID

Income Verification:

W-2, 1099, Valid Business Documents

Social Security Card(s):

Self, Spouse, and each dependent

Proof of relationship:

Birth Certificate (for dependent)

EIC eligible document(s):

School records, health care

provider statement, Childcare provider

statement, Medical record

Last year's return (if available)

Income and Deduction Checklist

(Due to updates, Will be online soon)

Click HERE download the pdf

Print out the form, fill out completely

Bring form along with any additional

documents and receipts. 

Note: The Income and Deduction Checklist form will provide your tax professional with a quick reference to your income and any tax deductions. By filling out the form you will expedite the time it takes to prepare your taxes. It is not meant to replace any of your record keeping documents, receipts, etc.

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