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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
