WHAT TO BRING IDENTIFICATION DOCUMENTS Driver's Licenses (for Rapid Refund) Social Security Cards (not needed for continuing clients, accurate numbers are needed if the actual card is not available) INCOME DOCUMENTS W-2 forms (all) 1099 forms (all) Self-employment income Lottery and gambling winnings Rental Income (if applicable) EXPENSE DOCUMENTS (if applicable) Educational Expenses Mortgage Interest - Refinance expenses (points) Escrow documents - if applicable (summary of charges) Property Taxes DMV Registration fees Charitable contributions (cash & non-cash) Medical/dental expenses (including health insurance) Job related expenses (uniform, union dues, tools, etc.) Self-employment business expenses Rental property expenses (if applicable) Gambling losses (if applicable) Child Care Expenses (provider name, address, ID number and amount paid) Car mileage (beginning and ending odometer readings for the tax year; work- or business mileage) We strive to complete your tax preparation while you wait, if you have all of your documentation. We put YOU in the driver seat with respect to your tax bottom line.