What to bring:

• Last years Federal and State tax returns and tax paperwork, including the Intake/Interview Sheet

• Proof of Identification (Photo ID). For you and your spouse

• Social Security Cards for all taxpayers and dependents on tax return. 

• A Social Security Benefit Statement (Form SSA-1099) 

• IRS Issued PIN if applicable.

• A completed and sign the Intake/Interview Sheet (Form 13614-C)

• To minimize your wait time please print the Intake/interview Sheet 

•  Tax paperwork including items like below if applicable:

  • Wage and earnings statements (Form W-2, W-2G. 1099-R, 1099-Misc)

  • Documentation of cash income.

  • Charitable Contributions made by cash or check 

  • Interest and dividend statements (Form 1099-INT, 1099-DIV).

  • Health Insurance Market Place Statement (Form 1095-A).

  • Tuition Statement (Form 1098-T).

  • Expenses and car business mileage if you are self-employed.

  • Total paid to a daycare provider, including provider’s Tax Identification Number or Social Security Number

  • Amount of estimated taxes paid to Federal or State Government.

• Proof of bank routing and account numbers (old or voided check)

• Letters from IRS (including Identity Theft PIN) if applicable.

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     UNFORTUNATELY, WE CANNOT PREPARE:​

•  State returns other than NC

• Schedule C (Business Profit and Loss) if a loss or if expenses > $50,000 or if you have employees.

• Schedule D (Capital Gains and Losses) for other than stocks, mutual funds, EFTs, or a personal residence.

• Schedule E (Rental Property, incl VRBO, Airbnb)

• Schedule F (Farm Income)

• Other rental income or business income

• 2106 (Employee Business Expenses)

• 3903 (Moving Expenses)

• 8615 (Minor’s Investment Income)

• Portions of Schedules A and B that are not included in our training (Pub 4012 Page xi)

• Schedule K-1 if it involves depreciation, deductible expenses, business income (see 4012 pg D-60)

• Cancellation of Mortgage Debt (1099A and/or 1099C and Form 982) if not principal residence

• Disaster Deductions or Relief

• Taxable transactions using virtual currency

• Certain credits (ex. EV’s, Solar, Wind, Geothermal)

• Certain Active Military (check for restrictions) 

Updated 10/2025