*Income Based: $76,000 or less

*Valid ID *Social Security card(s) or Social Security Benefit Statement for self, spouse and ALL dependents. *Verification of bank routing & account number for direct deposit (via check or other document) *All Income and related tax documents needed to prepare the return: · W-2, 1099-R, 1099-NEC, 1099Misc, W-2G, etc · Interest & dividend statements: 1099-INT, 1099-DIV, 1099-B · Self-employment- income, expenses & deductions · Daycare expenses – daycare statement including provider’s tax identifying number (EIN or SSN) · Education or student loan expenses: 1098-E, 1098-T and qualifying expenses · Expenses if they itemize: Medical, Mortgage interest, Real Estate taxes, gambling losses & Charitable donations. · Marketplace Health Insurance (1095-A)

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