Our mission is to help you navigate the tax return season with ease and confidence.

Serving Catoosa, Chattooga, Dade, Floyd, Gordon, Murray and Whitfield counties in Georgia

What to Bring to your Appointment

If you are filing a joint return, both spouses must be present to sign the required forms. 

Identification and personal information

  • Photo Identification: A government-issued photo ID, such as a driver's license, for you and your spouse (if filing a joint return).
  • Social Security Cards: The original Social Security cards or ITIN documentation for everyone listed on your tax return. This includes yourself, your spouse, and any dependents.
  • Birth dates: The dates of birth for everyone on your tax return.
  • Bank Account Information: Your bank routing and account numbers for direct deposit of any refund. 

Income documents

  • Wage and Income Statements:
    • W-2s: From all employers.
    • 1099 Forms: Such as 1099-G (unemployment benefits, state refunds), 1099-R (pension or retirement distributions), 1099-INT (interest), and 1099-DIV (dividends),
    • SSA-1099: For Social Security benefits.
  • Self-Employment and Gig Work:
    • 1099-NEC and 1099-K: Income forms from clients or online platforms.
    • Records of income: Any income not reported on a 1099.
    • Expense records: A categorized list of business expenses and business mileage.
  • Other Income: Records for any other income, such as prizes or gambling winnings (Form W-2G). 

Documents for credits and deductions

  • Last Year's Tax Return: A copy of your prior-year federal and state returns, if available.
  • Health Insurance: Form 1095-A from the Health Insurance Marketplace, if you had coverage through it.
  • Education Expenses: Forms 1098-T (tuition statements) and 1098-E (student loan interest).
  • Childcare Expenses: Records of your total payments to a provider, along with their name, address, and tax identification number (SSN or EIN).
  • Home ownership: Form 1098 for mortgage interest and records of property taxes paid.
  • Itemized Deductions: Receipts for charitable contributions and other deductible expenses. 

Other important documents

  • Identity Protection PIN (IP PIN): If the IRS has issued you one, bring the letter containing your IP PIN.
  • IRS Letters: Any letters or notices received from the IRS or state tax agency.