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Forms

Mandatory Forms

Before initiating the process of filing your tax return, it is essential we receive your consent. Please take a moment to carefully review, sign, and return the 'Consent to Use Tax Return Information' form. This permits us to handle your tax information according to the stated guidelines and provisions.

If you have any questions, please contact us directly in the office, by e-mail, or by phone.

ITIN

An Individual Taxpayer Identification Number (ITIN) is a tax processing number issued by the Internal Revenue Service. The IRS issues ITINs to individuals who are required to have a U.S. taxpayer identification number but who do not have, and are not eligible to obtain, a Social Security number (SSN) from the Social Security Administration (SSA).

What is a ITIN used for?

IRS issues ITINs to help individuals comply with the U.S. tax laws, and to provide a means to efficiently process and account for tax returns and payments for those not eligible for Social Security numbers. They are issued regardless of immigration status, because both resident and nonresident aliens may have a U.S. filing or reporting requirement under the Internal Revenue Code. ITINs do not serve any purpose other than federal tax reporting.

An ITIN does not:

Authorize work in the U.S.
Provide eligibility for Social Security benefits
Qualify a dependent for Earned Income Tax Credit Purposes

How can I obtain one?

Please visit the IRS for more information on obtaining a ITIN. Click here for more information.

Publication 4327 English (Rev. 12-2020).pdf

Publication 4327 Spanish (Rev. 12-2020).pdf

Documents You Need to Prepare for Your Appointment

01 Personal Documents:

- Personal Identification
- Social Security Cards or ITIN
- Birth dates
- Bank Account Number and Routing Number
- 2023 Tax Return (optional)
- Dependent information

02 Income Tax Form:

- W2

03 If Self-Employed:

- 1099 NEC or 1099K Income
- Expenses for your 1099NEC & Schedule C

04 If you received any of the following expenses:

- Retirement contributions, including 401K or IRA
- State and local taxes paid
- Mortgage statements and property tax bills if you are a homeowner
- College tuition (1098-T)
- Student loan statements (1098-E)
- Childcare expenses, including payment records or receipts and provider's name, address, and federal tax ID number (either their Social Security number or Employment Identification Number)
- Receipts of charitable donations (Qualified 501(c)3 charities)
- Medical and dental bills
- Records of supply expenses used for Educators
- Records of supply expenses for College Students
- Look up information for nurses***

05 Other Income:

- Unemployment Income (1099-G)
- State/Local Taxes (1099-G)
- Disability (1099-R)
- Mortgage Interest
- Retirement Forms (SSA 1099)
- Pension/IRA/Annuity Income (1099-R)
- College Student Assistance (1098-T)
- Income from stocks, bonds, and real estate
- Income from rental property
- Lottery, Gambling, Casino Income
- Interest and Dividends from Bank Accounts

06 Provide the following only if you have them:

- Form 1095-A if you had coverage through the Health Insurance Marketplace
- Documents from the IRS

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