C-EZ Income Tax Services

Before you begin filing your individual income tax return, make sure you have the following information ready:

 

• Proof of identification

• Filing status and residency status

• Social Security Numbers for you, your spouse, and any dependents

• Dates of birth for you, your spouse, and any dependents

• A copy of your past tax return

• Statements of wages earned (e.g., W-2, W-2G, 1099-R, etc.)

• Statements of interest/dividends from banks, brokerages, etc.

• Proof of any tax credits, tax deductions, or tax exclusions

• Your bank account number and routing number (for Direct Deposit)