Personal Documents
- Health Insurance Forms
- A form should be sent to the party covered by insurance (that is acceptable to meet Massachusetts’ law minimum requirements
- Must show coverage for all 12 months for taxpayer and dependents, otherwise please note periods of non-coverage and the reason for these gaps
- If you do not have health insurance, please click here to access our Helpful Links page
- Copy of Social Security Card
- For all NEW dependents
- For dependents of all new clients
- If your dependent does not have a Social Security Card, please contact your local Social Security Office
- Direct Deposit Information
- Cancelled (voided) check or deposit form (please verify number on deposit forms match your checks) for checking accounts
- Deposit form from Savings
- The 21 Most Forgotten Items When Filing
- Any taxpayer believing he or she qualifies to claim Employee Expenses should fill out the Business Expense Questionnaire