• Click here to print the State of Michigan Intake Form

• Click here to print IRS Form 13614-C

• Government issued photo identification for you and your spouse (if married)

• Social Security cards for you, your spouse, and dependents

• An Individual Taxpayer Identification Number (ITIN) assignment letter may be substituted for
  you, your spouse, and your dependents if you do not have a Social Security number

• Birth dates for you, spouse, and/or dependents

• Wage and earning statement (Form W-2, W-2G, 1099-R, 1099-Misc, 1099 NEC from all
  employers)

• Interest and dividend statements from banks (Forms 1099-INT, 1099-DIV)

• Health Insurance Exemption Certificate, if received

• A copy of last year’s tax returns

• Letter 6419 – Advance Child Tax Credit Payments

• Letter 6475 – 2021 Economic Impact Payment

• Forms 1095-A for Marketplace Health Insurance

• Information for all other income (Social Security, VA, etc.) and all deductions
  (tuition/education, mortgage interest, charitable contributions, etc.)

• Medical or HMO premiums paid for self or dependents

• Total paid for daycare provider and the daycare provider’s tax ID number such as their Social
  Security number or business Employer Identification Number

• Proof of bank account routing and account numbers for direct deposit such as a blank
  check 

• Summer and winter property tax bills 

• Electric bill from December 2025, January 2026 or February 2026

• Landlord’s name and address and proof of rent paid 

NOTE: There are some returns we are not able to prepare according to IRS rules. These include
returns with rental income and self-employed businesses with losses or inventory.