Important Updates:
For Clients with dependent children: Please bring a birth certificate for every dependent child and a doctor or school record which shows your address!
If you updated your drivers license during 2023, please provide us with a copy.
Don't forget your HEALTH INSURANCE CARDS or Form 1095-A, 1095-B or 1095-C from your employer for NJ requirements.
Please print these three forms, sign and complete and include them with your important documents
If you need a list of items to bring with you to your tax appointment, please see the list below!
List of Documents needed to prepare 2023 1040 Tax Return
Payroll Forms:
W-4 2023
I-9 Form and Instructions.pdf
W-9 Form.pdf
Gambling Winnings Publication: Gambling Winnings and Losses.pdf
Salvation Army Guide: Salvation Army Guide.pdf