When dropping off your taxes please refer to the following list. Please provide us with any changes to your filing status, dependents, address, contact information, etc. Print for your reference if needed:

• Copy of your 2024 Tax Return
• All Tax records for 2025
• Confirm direct deposit information *required for 2025
• If you purchased health insurance through the health care marketplace (PENNIE), you will receive a form 1095-A, which will be required to complete your return.
• At any time in 2025 did you receive or sell any digital assets? If so, please provide information.
• If applicable, please include a proof of residency document for all dependents and head of household filing status. This is an IRS requirement for our business, to support and qualify for the child tax credit. The document may be a school record, medical or dental office invoice, child care invoice, etc.
• Did you receive tip income? Provide W-2/ 1099.
• Did you receive overtime wages? Provide year end paystub.
• Did you purchase and finance an American made vehicle? Provide year end billing statement to reflect interest paid.