Due to COVID-19, for the safety of all our customers and employees, we require you to wear a face mask, upon entering. If you are sick with any contagious illness, please do not enter the office. In that instance, please use our VIRTUAL-CTW instead.
Photo ID of taxpayer and spouse
Social Security cards or ITINs for taxpayer, spouse, and dependents
Birth certificates of taxpayer, spouse, and dependents
All income statements (W-2. interest, dividends, self-employment,, etc)
All supporting documentation for deductions
Prior year tax return
Your tax preparer will be courteous and kind and will guide you through the process