NEW FOR 2021 TAX RETURN
In 2021, the IRS paid US citizens a 3rd stimulus payment of up to $1,400 per individual. We need to include how much of this payment you received. The IRS is sending a letter labeled 1444-C. Please bring this to your appointment.
If you have children, you may have received an advanced child tax credit starting in July 2021. The IRS will send out a letter labeled 6419 in January 2022. You must bring this letter to your appointment.
If you do not bring these letters to your appointment, your refund may be delayed. You may also obtain this information by creating/logging into your IRS account which is located
HERE.
Other documents
- Last year’s tax return (only if you are a new client)
- If you have a new dependent to claim this year, please provide their SSN and date of birth.
- Address updates
- Driver’s license or State ID
- Bank information (routing & account numbers) for direct deposits for your refunds and direct withdrawals for balances due