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Frequently asked questions
General
Please bring all tax documents, drivers licenses, social security numbers, filled out/completed client contact information worksheet and business income & expense worksheet (don’t need to see receipts), and make sure to include dependents full name, ss#, date of birth, and relationship to you/spouse
If in college and completed at least five months of schooling in the tax year, they can be claimed as a dependent on your tax return. Also include Form 1098-T for their college tuition. Make sure if they prepare there own taxes they mark that they CAN be claimed on as a dependent on another’s tax return.
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