What to Bring to Your Tax Appointment

Being prepared for your tax appointment helps the process go faster and ensures your return is accurate. Bringing the right documents can also help you maximize deductions and credits.

Personal Information

Bring identification for yourself and your dependents:

• Photo ID

• Social Security cards

• Birthdates for dependents

  
  

Income Documents

Make sure you bring all income forms:

• W2 forms

• 1099 forms

• Self employment income records

• Investment income statements

  
  

Expense Records

If you are self employed or itemizing deductions, bring:

• Business expenses

• Receipts

• Mileage records

• Education expenses

• Childcare expenses

  
  

Banking Information

Bring your banking information for direct deposit:

• Routing number

• Account number

Direct deposit is the fastest way to receive your refund.

Previous Year Tax Return

Your prior year tax return helps identify important information and ensures consistency.

Coming prepared to your tax appointment saves time and helps avoid delays.

Hillman Financial Services makes tax season simple and stress free.

Schedule your tax appointment today.