1. Identification / 身分證明 

• Government-issued ID or Driver's license  /  政府簽發的身分證或駕照

• Date of birth(s) / 出生日期

• Original Social Security card(s) or Individual Tax Identification Number card(s) or letter(s) / 社會安全卡正本或個人稅號卡或後者

2. Income / 收入 

• W-2s for each job worked in past year / 過去一年從事的每份工作的 W-2 表

• All 1099 forms / 所有 1099 表 

• Any other tax-related income forms received / 收到的任何其他稅務相關收入表

3. Education / 教育费用

• Tuition expenses for university college or technical college(Form 1098-T) / 大學或技術學院的學費（表格 1098-T） 

• Interest statement for student loans(Form 1098-E) / 學生貸款利息報表（表格 1098-E）

4. Child Credits / 孩童抵扣項

• Child care expense: Provider name, address, phone number, and Tax ID or Social Security Number / 

    兒童保育費用：提供者名稱、地址、電話號碼以及稅號或社會安全號碼

5. Itemized Deductions / 分項扣除 

• Charitable donations / 慈善捐款

• Medical expenses / 醫療費用

• Mortgage interest statement(s) (Form 1098) / 抵押貸款利息報表（表格 1098）

• DMV registration statement(s) / 車管所登記聲明 

• Verification of real estate taxes paid, or a property tax statement / 已付房地產稅證明或房產稅聲明

6. Additional Documents / 附加文件

• Copy of Last year's tax return / 上年報稅表副本

• Direct deposit information: bank routing and account number /  直接存款資訊：銀行路由與帳號

• Health insurance documents(Form 1095 A, B or C) /  健康保險文件（表格 1095 A、B 或 C）

Efficient, Accurate, and Reliable Tax Services:

At SZ & ASSOCIATES CPA INC, our goal is to provide exceptional tax services that not only meet but anticipate the needs of our clients, ensuring financial success and peace of mind.