When dropping off your taxes please refer to the following list. Please provide us with any changes to your filing status, dependents, address, contact information, etc. Print for your reference if needed:

• Copy of your 2022 Tax Return
• All Tax records for 2023
• Confirm direct deposit information
• If you purchased health insurance through the health care marketplace (PENNIE), you will receive a form 1095-A, which will be required to complete your return.
• At any time in 2023 did you receive or sell any digital assets? If so, please provide information.
• If applicable, please include a proof of residency document for all dependents and head of household filing status. This is an IRS requirement for our business, to support and qualify for the child tax credit. The document may be a school record, medical or dental office invoice, child care invoice, etc.