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What to bring to your appointment:

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• ID

• W2/1099 Forms

• Business Income/ Unemployment Income (1099G)

• Birth certificate 

• Social security card (For Everyone)

• Proof of Residency for Dependent

• Report card

• Power School 

• Childcare Expenses

• Education Expenses

• Homeowner or Landlord Information

• Charitable Donations

• Bank Account and Routing Numbers

• Any documents to prove relationship if dependent isn’t biological child

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