Tax Prep Initial Forms

Please Fill Out These Forms

IRS Form 13614-C must be completed by all taxpayers prior to your arrival at one of our Tax Preparation Sites. It can be either completed electronically or printed and filled out with a black or blue pen. It will need to be printed once you have filled in all fields in order to sign it.

In addition, there is another form available for those who need to itemize their deductions.

Please Read the Instructions First

What you need for your tax return

Download a printable version of this list here

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

  • Picture ID for each taxpayer

  • Social Security Cards for all persons on your tax return (including 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

Next Steps

Once you have collected all your own documentation and filled out and printed the above forms, click the button below to make an appointment with our Tax Counselors to complete and file your 2023 Tax Return.