What to Bring for First Appointment

Items you need to provide before or at your first appointment

  • Proof of identification and income
  • Social Security Cards for you, your spouse and dependents or a Social Security Number verification letter issued by the Social Security Administration
  • Birth dates for you, your spouse and dependents on the tax return
  • A copy of last year’s Federal and State returns if available
  • Current pay stub
  • All correspondence from the IRS