For your appointment please bring the following:
- Your Tax Organizer (see below) completed as much as you are able.
- W-2s and other supporting documents.
- Rent or property tax information.
- A deposit ticket or voided check with account and routing numbers for your direct deposit.
- The amount of your Indiana Taxpayer Refund (ATR); $125, $200, $250, $325, $400, $650.
- Two forms of ID for you and your spouse. For most people that is your driver’s license and Social Security card.
- Printed copies of your prior year federal and state tax returns if we do not have them on file.
2022 Tax Organizer