List of the tax documents needed to file an income tax return.

What You Will Need

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.


Contact Us

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

MobileTax.Pro - ReVision Financial Solutions LLC

PO Box 4593, Mooresville, NC 28117

(704) 980-0899


Monday - Friday: 9am - 5pm

Monday - Friday 5pm - 8pm by Appointment

Saturday: By Appointment

Sunday: By Appointment