Free Tax Preparation

What to Bring

A copy of last year’s tax return is REQUIRED
Valid photo ID for yourself and your spouse
Social Security or ITIN cards for you, your spouse and all dependents
Birth dates for you, your spouse and all dependents
Forms W-2 from every place you worked in 2022 and Forms 1099, if applicable
Interest and dividend statements from banks (Form 1099-INT or 1099-DIV)
Form 1095 A (Affordable Care Act healthcare statement)
Social Security Statement (SSA-1099), Education Expenses (1098-T), Pensions (1099-R) and Unemployment Statement (1099-G) if applicable.
Total amount paid for daycare and daycare provider’s tax identification number
Other relevant information about income and expenses, i.e., donations made, including those to schools, educational expenses, home interest, property taxes & medical expenses for those who will be able to itemize
Records for all charitable donations even if not itemizing your returns. Arizona taxpayers can claim 25% of charitable donations and may qualify for state tax credits.
For Direct Deposit, bank routing numbers and account numbers for checking and savings accounts
If filing jointly, you and your spouse must be present to sign the returns
Download, complete and print/save INTAKE FORM (required for Virtual appointments, requested for In-Person appointments)