Be Prepared for Your Tax Return Appointment
The certified IRS professionals at Xpress Tax Pros Plus are ready to help you maximize your tax refund. To help us ensure that your taxes are accurate, we will need you to bring some of documents to your appointment with us. These will allow us to properly file your taxes and get you the refund you are entitled to receive.
What to Bring to Your Appointment with Us
- Government ID — a state-issued ID, a passport, or military ID
- Social Security card for yourself and any dependents
- W2 or 1099 form
- Any other tax documents you have (mortgage interest, student loan interest, etc.)
- If you are caring for a niece or nephew, you must bring in a birth certificate and proof that the child lives with you
- Health insurance documents — proof of health insurance