TAXES
2980 S Baldwin Rd. Lake Orion, MI 48360 Suite. B
(248)-891-8654 / (586)-843-7499
NO CHILDREN ALLOWED AT APPOINTMENTS / NO ESTIMATES OVER THE PHONE. ONE APPOINTMENT PER PERSON AND PER TAX YEAR.
Your appointment will last approximately one hour or more, from arrival to completion.
NOTE: LACK OF DOCUMENTATION MAY DELAY THE PROCESSING OF YOUR TAX RETURN AND YOUR REFUND. TO AVOID THIS, BRING ALL REQUIRED DOCUMENTS ON THE DAY OF YOUR APPOINTMENT.
Required Documents:
1. W2 and/or 1099 Forms.
2) Social Security Number (SSN) or Individual Taxpayer Identification Number (ITIN).
3) Personal Identification (Valid ID or Passport). If filing jointly and one spouse is absent, bring the ID of the absent spouse.
4. Dependent Documents:
SSN or ITIN, Birth Certificates, Proof of residency (at least 3 documents) showing that the dependent has lived in the U.S. for at least 6 months at the same address as the taxpayer. ​
These may include:
A) Vaccination or medical records B) Medical insurance cards C) Lease agreement D) School letters E) Other documents with the dependent’s name, tax year, and address (the address is key).
For college students: Bring Form 1098-T and receipts for school-related expenses (e.g., books, computers, electronics).
5. Health Coverage Forms: 1095A, 1095B, and 1095C.
6. Homeowners: Winter and summer property tax statements, receipts for home improvements (solar panels, solar water heaters, or any energy-saving upgrades). If renting a lot for a mobile home, bring proof if applicable.
7. Total annual gas expenses for those eligible for gas payment assistance.
8. If paying for daycare or a nanny, bring the school's or caregiver's name, amount paid, FEIN or SSN of the provider, and their address.
9. If paying rent, provide the landlord’s or rental company’s name, monthly rent amount, and total rent paid for the tax year.
10. Direct Deposit Refund: Provide bank name, account type, routing number, and account number.
11. ITIN Number Requirements: For renewal: If you received an IRS letter, only a passport is needed. Without the letter, you must file a tax return for at least one year.
For first-time applicants: Must file taxes or be included in a spouse’s return and prove that dependents lived in the U.S. for at least 6 months in the tax year.
12. ITIN Renewal: If you received an IRS letter or your number hasn’t been used in the last three years.