If this is your first time filing taxes, or if this is our office's first time preparing your, taxes then there are a couple of things we need from you.
W-2 and other wage forms
To be able to prepare and file your taxes we will need copies of all of these forms. All of these forms should be sent to you by your employer by the end of January/beginning of February. If you are unsure of what exactly you need to bring to us give us a call (919-663-3066) or make an appointment to meet with Brenda so we can make sure we have everything we need.
Proof of Isurance
To prepare your taxes we need your 1095-A (Marketplace Insurance Form). We do NOT require your 1095-B or 1095-C.
Previous Year Tax Returns
If you have had someone else prepare your taxes in previous years or done your taxes yourself, we will need a copy of the return from the previous year.
We only need one year's previous return.
If you think that there is a problem with your previous returns, that you would like our office to look at, we urge you to call (919-663-3066) or make an appointment so that our office can ensure that your previous returns are in order.