AFTER YOU HAVE MADE YOUR APPOINTMENT, please download and complete the Intake Form – Available by downloading by CLICK HERE or picking up at the Northwest Buffalo Community Center at 155 Lawn Avenue, Buffalo, NY outside Room 113 – or at the North Buffalo Community Center. Bring the COMPLETED form to your appointment along with the information below:
Please bring the following to your appointment:
- IDENTIFICATION
Proof of identification (photo ID including your driver’s license)
Social Security cards for EVERYONE – you, your spouse and dependentsÂ
Birth dates for you, your spouse and dependents on the tax return
Identity Theft PIN letter from the IRS, if applicable
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
INCOME
All income information including: wage and earning statements (Form W-2, W-2G, 1099-R,1099-Misc) from all employers
Interest and dividend statements from banks (Forms 1099)
OTHER NECESSARY INFORMATION
Amount of Advanced Child Credit payments received from July to present
Amount of Stimulus payments received in 2021 for you and your dependents
A copy of last year’s federal and state returns
Proof of bank account routing and account numbers for direct deposit such as a blank check, letter from bank
Daycare payments – Total paid for and the daycare provider’s tax identifying number such as their Social Security number or business Employer Identification
Copies of income transcripts from IRS and state, if applicable - To file taxes electronically on a married-filing-joint tax return, both spouses must be present to sign the required forms