The Tax-Aide site at The Shepherd's Center will re-open starting Wednesday, February 5th, 2025

 What items do I need to provide to have my return prepared?

•  Photo ID for taxpayer (and spouse, if married):  driver's license, passport, etc.

• Social Security card for all persons on the tax return: taxpayer, spouse, and anyone claimed as a dependent

• Tax forms for all sources of income including: W-2 forms from employers, 1099 forms for other income: interest or dividends, Social Security, retirement or pension accounts, non-employee income, credit card payments, unemployment benefits, cancellation of consumer credit card debt, etc.

• Tax forms for expenses such as childcare, higher education, health insurance purchased on the ACA Marketplace, retirement contributions, Health Savings Accounts, etc.

• Any correspondence you received from the IRS, especially if you received an IP PIN.

• If you are self-employed, a summary of expenses related to your self-employment.  You must pick up and complete the self-employment worksheet (available when you pick up the tax preparation packet).

• If you think you might be eligible to itemize deductions, a summary of your deductible expenses (this is not common). You must pick up and complete the itemized deduction worksheet (available when you pick up the tax preparation packet).

• If you are eligible for an Education Credit, you must pick up and complete the Educational Credit worksheet.  You will need access to the student's school account documents.

• Last TWO year's federal and state income tax returns you filed.

• Power of Attorney documents if spouse is unable to attend. Death certificate if spouse is deceased.

• See the FAQ page for out of scope returns.