| What to Bring |
Personal Information on each family member or individual
* Valid ID w/name and picture for taxpayer & Spouse
* Date of Birth
* SSN Card- (If Available)
* Last Year’s Tax Return- (If Available)
* 1095 A (If you had insurance from the Market Place)
* Childcare Expenses with Providers EIN or SSN
INCOME AND TAX INFORMATION
* W-2’s
* Form 6419-Advance Child Tax Credit
* 1099-MISC-Miscellaneous Income
* Unemployment Compensation (1099-G)
* Interest Income-(1099-INT)
* Dividend Slips-(1099-DIV)
* Stock Sales-(1099-B or statements)
* Crypto Sales (Robinhood, Coin base, Etc…)
* Gambling or Lottery Winnings (1099-G)
* Pension Income (1099-R) State Income Tax Refund amount received in current year.
* Self-Employment Income & Expenses
* Sale or Purchase of Real Estate
* Rental Income & Expenses
* Sale of any Business Assets
* Estimated Taxes Paid
* Social Security or Railroad Retirement
* IRA or 401(K) Distributions
DEDUCTIONS/ADJUSTMENTS
* Medical Expenses
* Real Estate or personal Property Taxes
* Mortgage Interest/Insurance Premiums
* Charitable Contributions
* Gambling Losses (only if winnings are being reported)
* Traditional IRA Contributions
* Higher Education, Educator Expenses & Student
* Loan Interest
*1098-T
Address
609 H st NE
Washington, DC 20002
Online appointments
Opening Hours
Mon - Fri: 9am - 5pm
Saturday: 10am - 3pm
Sunday: Closed
Social media
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