In order for us to prepare your tax returns, we will need:
-
Last year’s tax return, if not filed by SCW Management LLC
-
Social security cards or ITIN letters for you and all persons on your tax return, if not already on file.
-
Photo ID (such as a valid driver’s license or other government-issued ID) for you and your spouse, if applicable.
-
All tax information and forms you received from employers, banks, etc., such as Forms W-2, 1099, 1098. (See page 2)
-
Receipts or other records for all tax-related expenses. (See checklist on Page 2)
-
A voided check with bank routing number and account number for direct deposit of your refund.