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