Book your appointment and find out what you’ll need to file!

Forms you’ll need…

  • Vital

    Drivers license numbers

  • VITAL

    social security card and dates of birth

  • VITAL

    Bank account number and routing number

  • NOT REQUIRED

    Copies of last year’s tax return

  • Bank account number and routing number

  • Medical and dental expense records
  • Click Here for a Complete List
    Click Here for a Complete List

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