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Tax Info

48 North Kirkman Road Suite 2

Orlando, Florida 32818

407.917.1041

When meeting with a tax preparer to file your taxes, you should gather and provide the following information and documents to ensure an accurate and efficient process:

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Personal Information

  1. Identification

    • Government-issued photo ID (e.g., driver’s license (photo ID cannot be expired)

    • Social Security Numbers (SSN) or Individual Taxpayer Identification Numbers (ITIN) for you, your spouse, and dependents.

    • Copies of last year’s tax return (if switching preparers or filing for the first time).

    • Protection PIN if you have one

  2. Filing Status

    • How do you plan to file?  Single, Head of Household, Married Filing Jointly or Married Filing Separately

    • Divorce or separation agreements, if applicable.

  3. Bank Account Details

    • Bank routing and account numbers for direct deposit or payment.

  4. Income Documents - (e.g., W-2, 1099, 

  5. Deduction & Credit Documents (If applicable) - 1095-A, etc.

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Call or Text for more information.

407.917.1041

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Office Hours: Mon - Fri

9 am to 4 pm

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