PLEASE BRING A COPY OF THE FOLLOWING:

FORM(S): 1095A, 1095B,  OR 1095C, whichever you receive  

PROOF OF CHILD'S RESIDENCE FOR EARNED INCOME CREDIT: SCHOOL/OR MEDICAL RECORD WITH CHILD'S NAME & ADDRESS 

COPY OF BIRTH CERTIFICATE

PLEASE BRING A COPY OF YOUR LATEST PAYSTUB SO WE CAN CHECK YOUR WITHHOLDING UNDER THE NEW TAX LAW.

PLEASE NOTE:  THE IRS DOES NOT CONTACT TAXPAYERS BY PHONE OR EMAIL.  ANY CALL OR EMAIL THAT PURPORTS TO BE FROM THE IRS IS A SCAM.  PLEASE DO NOT RESPOND TO THIS PHONE CALL OR EMAIL, AND MOST IMPORTANT, DO NOT GIVE OUT ANY PERSONAL INFORMATION.

 AUTO AND TRAVEL EXPENSES . THE GOVERNMENT IS REQUIRING PREPARERS TO ASK LOTS OF QUESTIONS!  IF YOU DONT HAVE DOCUMENTATION AT THE TIME YOU RECEIVE A GOVERNMENT NOTICE REQUESTING INFORMATION, I WILL NOT BE ABLE TO REPRESENT YOU.

WE NEED TO SEE PROOF OF CHARITABLE CONTRIBUTIONS.  YOU NEED TO HAVE A LIST SHOWING THE DONATED VALUE AT THE TIME YOUR RETURN IS PREPARED.

IRS REFUND HOTLINE:   1.800.829.1954   FORM 1040

NYS REFUND HOTLINE:  1.800.443.3200  FORM IT-201