Earned Income Credit / Child Tax Credit
For EIC Qualifying Children please provide:
- birth certificates 
- social security cards
- proof of residency (school records, state issued ID, etc...)
More documents may be required based on your tax situation


Which forms do I need to bring?
Make your appointment quick and easy by bringing in all the necessary documents and information.

For each person on your tax return we need:
1. Name
2. Date of Birth (birth certificate for minors)
3. Social Security Card
4. Last Year's Tax Return (if prepared elsewhere)
5. Valid ID

Possible forms may include
- W-2's
- Interest (1099-INT)
- Dividend Income (1099-DIV)
- Stock Sales (1099-B or Broker Statement)
- Self Employment Income (Profit and Loss statement)
- Sale of a personal Residence (1099-S, closing documents)
- Rental Income and Expenses
- Unemployment Compensation (1099-G)

Deductions or Adjustments may include:
- Medical Expenses
- Real Estate Taxes or Personal Property Taxes (DMV Tags)
- Mortgage Interest
- Donations
- Gambling Losses
- College or University Expenses
- Electric Vehicle (sales contract needed)
- Solar Panels (sales contract needed)
- In-home office square footage
- Mileage

Can I drop off my forms?
Yes, of course! Bring in your forms and we will give you a call once they are 
ready so we can review the tax together and you can sign




​