NEW REQUIREMENT FOR TAX YEAR 2016: In order to ensure that each individual's identity and personal information is as secure as possible, the IRS and state revenue agencies now require an additional identification confirmation step. To fulfill this requirement, please provide copies of all taxpayers' Driver's Licenses. Other methods of acceptable verification include a State-Issued Identification Card, a passport, a utility bill, a credit card statement, or an account statement from a financial institution. The paperwork or ID should confirm the name and address of the taxpayer.
In addition, if you claim children under age 17 for the Child Tax Credit or the Earned Income Credit, documentation must be provided that proves the child resides with you. This may include a doctor's bill or a school record, etc. - anything that states both the dependent's name and address. If your children are older and you intend to claim an Education Credit, similar documentation must be provided to verify the child's home address. This can include a 1098T, which details tuition costs. This verification step is in place to document that the taxpayer meets the requirements to claim the credit.
What to bring to your tax appointment:
If it's your first year with us, please bring all of the above, plus: