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Professional Financial Services

Things to Bring for Tax Preparation

To ensure the highest quality of tax preparation, we recommend bringing the following information with you to your appointment.

PERSONAL DATA

  • Social Security Cards (including self, spouse & children)
  • Driver License or ID Card
  • Child Care Provider: Name, Address, Tax ID# or SSN, & amount paid
  • Education Expense: 1098 T
  • Prior Year’s Taxes

ADJUSTMENTS

  • Student loan interest paid
  • IRA contributions
  • Early withdrawal penalties
  • Moving expenses
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