Get your taxes done right, for FREE by one of our experts to maximize your refund.

** BY APPOINTMENT ONLY!

Call and schedule an appointment with Joanie: 415-274-0311 ext 314

or with Arion: 415-274-0311 ext 308

Here’s what you’ll need to file your tax return:

• Photo ID for each adult on tax return

• Social Security cards for you, your spouse, AND dependents

• If anyone does not have a Social Security Number, you can bring the Individual Taxpayer Identification Number (ITIN) assignment letter

• An official letter from the IRS (SSA-1099 form) can be accepted in place of a Social Security card

• Birth dates for everyone on the tax return

• Information for all forms of income: W2s, 1099s, self-employment work, etc.

• Any other tax forms: 1098s, 1095s, etc.

• Calculation of income and expenses from self-employment or cash income, if applicable

• Your household’s health coverage information

• Health Coverage Statements: Forms 1095-A, B or C

• Childcare provider information, if applicable

• You will need the total amount paid to the daycare provider and the daycare provider’s tax identifying number (their Social Security number or business Employer Identification Number) • Last year’s tax return, if you have it

• Savings AND checking account numbers, as well as routing number for direct deposit of refund

• Letters/notices from the IRS, if any