Free Tax Preparation

What to Bring

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 2023 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., 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 27% of charitable donations, including those to schools, 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, print and bring with you this INTAKE FORM AND CONSENT FORM (if unable to print, please arrive 15 min. early)
A copy of last year’s tax return is (if available)