* If It Applies To You *
• Name & Address
• Filing Status
• Dependents & Dependants Date of Birth
• Health Insurance
• Do you have copies of previous year tax return?
• Did you hold a full time job in 2018?
• Did you receive unemployment benefits in 2018?
• Did you have any additional income such as interest income, dividend income, state refund, independent contractor income, retirement income (401k distribution)?
• Do you have a mortgage?
• Would you like an advance of your tax refund?
• Would you like your refund to be deposited to your bank or check?
