What to Bring? 

Click to Download this Information as a PDF

1. Social Security Card for filer(s) AND ANYONE CLAIMED AS A DEPENDENT.  (If you don't have a social security card for yourself or a dependent, we need a letter/form from the Social Security Administration which has the name and social security number on it.)
2. Photo ID for filer(s).
3. All W2s, 1098s, and 1099s.
4.  If you are self-employed bring copies of bills, notebook, anything that is proof of expenses.
5. Supplemental Security Income (SSI). Bring your income benefit letter from 2012.
6. Department of Human Services Cash Assistance. Bring your DHS letter from 2012.
7. If you itemize, bring a copy of your 2012 tax return, copies of your property tax bills, total costs for health insurance/medical expenses, license plate costs and receipts from any group you donated to.  If you sold stock in 2012, you must provide the cost basis amount.
8. Child Care Credit.  Bring the name, address and social security number or Business ID number of the person or center who cared for your child.  Also, bring the bills which show total amount paid.
9. Education Credits.  Bring your 1098-T(s) and receipts for all course-related books.
10. Energy Efficiency Tax Credits. Bring receipt(s) that show the purchase price and Energy Star compliance.
11. Homestead Property Tax Credit: Click to Download Form.
    If you are claiming the homestead property tax credit, you must bring the completed form to your appointment. Homeowners bring 2012 summer and winter tax bills. Renters' names have to be on the lease. Renters need to know how much they paid in rent and the name and address of their landlord.
12. Home Heating Credit. Click to Download Form. 
    If you are claiming the home heating credit, you must bring the completed form to your appointment. If you have an account with an energy provider, bring the 2012 bill which shows your annual heating cost/home heating credit amount or call your heating provider. Consumers Energy's number is (800) 477-5050. If you use wood, gas, or fuel oil bring in your bills.
13. Direct Deposit. Bring the account number and routing number of your bank or credit union.

IRS rules state that we are only allowed to prepare taxes for clients whose total household income is less than $51,000.  Also, we are unable to help international taxpayers or taxpayers with military income, rental income, or clients who have businesses with employees, inventory and/or losses/expenses over $10,000.