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Notes
To get more specifics, contact any provider BEFORE going for a consultation to learn what materials you are required to provide.
In general, be prepared to bring:
VALID PHOTO ID
W2 and/or 1099 (if applicable)
LAST paystub(s) for the year
Bank Routing Number
Soc. Sec. Card & Date of Birth of any dependent
Receipts (as applicable)
Prior year Tax Return (if possible)