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Frequently asked questions
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You should bring:
W-2s, 1099s, or other income statements
Last year’s tax return
Receipts for deductible expenses (medical, charitable contributions, education, etc.)
Mortgage or property tax statements
Identification (e.g., driver’s license, Social Security cards for you and dependents)
Any other tax-related documents received.
Click on the link below to read our current article post on preparing for tax season:
Download our tax checklist here:
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