Forms to Complete and bring with you to your Taxaide appointment.
Forms to Download and Complete before arrival at your Appointment
Taxaide Interview Booklet (Required)
Self Employment form to complete if you are Self Employed.
Bring your ID(s) and Social Security Card(s). Please also bring copies of your last 2 year's tax returns, all of your 2023 tax documents including any documentation on self employment or business income and expenses, Bank information and if you plan to Itemize, bring all of your information for Itemizing.