Sit down with one of our strategic tax professionals.

What you should bring?

Checklist

W-2, earnings statement

Driver's License

Social Security Number(s) and/or card(s)

Last year's federal and state tax returns

Dependent information (SSN & birthdates)

Tax Documents related to medical expenses and educational expenses

Tax documents for interest and mortgage statements

Forms 1099 INT/DIV/B/1099R, if any