Please bring the following with you to the tax preparation site:
- Social Security cards (or ITIN cards or ITIN letters) for all members of the household (Required – no exceptions)
- Picture Identification for taxpayer and spouse
- Proof of all income including W-2 and 1099 forms and self employment records
- Child Care Information including record of payment with name, address, and tax ID# of childcare provider
- Tax Deduction and Credit Information including mortgage interest statements (Form 1098), medical expenses, tuition payment statements (Form 1098-T), receipts for any property taxes and charitable contributions paid in 2010.
- Arizona Tax Credit Information including receipts for contributions to schools and AZ Charitable Tax Credit
- Direct Deposit Information - bank routing and account numbers (voided check)
- Prior year (2010) tax returns - bring a copy of your federal and state returns if available (not required)
- Both spouses must sign if filing jointly. Sorry, but we cannot file married filing separately (MFS) returns.