SIMPLE CALL TAX SERVICES

Personal Information

• Social Security Numbers (SSNs) for you, your spouse, and dependents.

• A valid photo ID.

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Income Documents

• W-2 forms from all employers.

• 1099 forms for freelance work, side gigs, or other income (e.g., 1099-NEC, 1099-MISC, 1099-K).

• Investment income statements (1099-DIV, 1099-INT, etc.).

• Unemployment income (1099-G), if applicable.

• Social Security benefits (SSA-1099).

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Deductions & Credits

• Childcare expenses: Include provider details (name, address, Tax ID/SSN).

• Education costs: Form 1098-T for tuition and Form 1098-E for student loans.

• Medical expenses: Receipts for qualifying costs.

• Charitable donations: Receipts or acknowledgment letters.

• Mortgage interest and property taxes: Form 1098 and tax statements.

• Retirement contributions: Proof of IRA or other plan contributions.

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Other Items to Have on Hand

• Last year’s tax return for reference.

• Bank account info for direct deposit of your refund.

• Health insurance details (Form 1095-A, 1095-B, or 1095-C, if applicable).