Free tax preparation is available to all ages and occupations

Households with income over $69,000 can only be served by sites with a ‘+’ after the location

Only one federal return (and related state returns, if applicable) per appointment.

WHEN YOU COME FOR YOUR APPOINTMENT, YOU MUST BRING:

• If married, it is preferable for both spouses be present
• Original or photocopy of social security cards for taxpayer, spouse, if married, and any dependents being claimed
• Picture ID for taxpayer and spouse (must be a Driver's License, or state issued ID Card, or other official document)
• All W-2's for all places worked in previous year
• Prior year tax return if applicable
• Routing number and bank account number for direct deposit

If applicable, bring:

• If you’re not sure, bring it! We’ll be happy to review it.
• Copies of any 1099's issued to you or you spouse (including social security!)
• Form 1095A if you received purchased insurance via healthcare.gov
• Bank account interest year-end statement
• Student loan interest statement
• Proof of child care expenses paid (statement from provider with EIN # or Social Security #)
• Statement of post-secondary education tuition expenses paid
• Any other documents related to your previous year taxes.
• Copies of last year's mortgage interest statements (including any points paid)
• Real estate taxes paid statement
• Proof of charitable donations
• Statement of work-related expenses
• Auto registration
• Receipt of tax preparation fees paid last year
• Statement of safe deposit box fees
• Statement of union dues paid
• Any other statements of allowable itemized deductions

If small business owner: Proof of income and expenses (in writing). Self-employed with more than $25,000 in expenses cannot be served.

Returns cannot be filed with rental income, self-employed individuals with employees

Other limitations of scope may apply to your circumstances, an appointment is not a guarantee we can prepare your return.