For your tax preparation services you will need:
* A valid government-issued picture ID for yourself and your spouse
* The tax identification number of each person on your return (SSN or TIN)
* Your bank routing and account numbers for refunds or payments
* Last year's tax return
* Your tax documentation (W2s, 1099s, etc.)
* Documentation to assist with taking deductions or claiming credits
See the Resources section for additional information.
2. Choose your preparation guide.