Tax Form Pick-Up Locations

Completed, signed and dated copies of Form 13614-C (including Consents)

Picture ID for each taxpayer

Social Security number ID for each taxpayer and all dependents

2023 or latest Tax Return filed, if available (critical if we did not prepare it for you)

All 2024 tax documents, including but not limited to:

W-2, W-2G, 1099R, SSA-1099, scholarships (1098-T), alimony received, brokerage statements, refund of state income taxes, unemployment compensation (1099-G), all documents reflecting earnings

If you have expenses (donations, mortgage interest, real estate and personal property taxes, medical expenses, sales tax on large items (e.g., vehicles, boats)) that exceed the federal standard deduction (the standard deduction for Single taxpayers is: $14,600, Head of Household: $21,900, Married Filing Jointly: $29,200), please provide documentation supporting these expenses. (Itemized Deduction List).

Education costs for taxpayers or dependents (1098-T)

Contributions to retirement account, or alimony paid

Health Savings Account documents

Name, address, tax ID (or SS no.) of childcare providers

Income and expenses of sole proprietorship (Schedule C)

1095-A form if you have Marketplace (ACA) insurance (CANNOT PREPARE RETURN WITHOUT IT)

Estimated 2024 Federal and/or State Tax Payments

Blank VOID check if any refund is to be direct deposited