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

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