If you had more than one employer during the year, please make sure you get and have “all” forms of taxes. For example, W-2, 1099, 1095A, 1095B, 1095C, 1098, etc. Also, make sure you have most of your bills and receipts, just in case you are self-employed.

We recommend that your review our Checklist Form to obtain all documents that you may need:

• Click Here for the English Checklist
• Click Here for the Spanish Checklist

For your convenience, obtain your routing number and account number where you want them to send you your refund. Direct Deposit is the fastest, most-accurate and secure way to receive your refund. Therefore, we recommend and encourage that you receive your refund through Direct Deposit.

If you are Self-employed we highly recommend to file Profit and Loss:

• Click Here for our Profit and Loss form