Tax Prep & Planning

 At Royal Returns, we begin each day looking forward to taking care of your tax needs. Whether you're a first-time filer, self-employed or even retired, we've got you. Take a look at the lists below to make sure you have all of your tax documents for the current tax season. If you have qualified dependents in college and you pay for part or all of their expenses (loans, tuition, medical expenses, etc.) make sure to bring all tax related documents such as form 1098-T (Tuition Statement). Still not sure what to bring with you, go to our contact page and send us an email with any questions or concerns you may have.

We do individual taxes from ANY state. Out of state or can't make it to our office for an appointment? We also have virtual services available. Go to our contact page and email us to inquire about our virtual appointments! Seniors (age 65 and up) automatically receive a discount on all tax preparation fees.

**Qualified tax payers may have their tax preparation fees deducted directly from their income tax refunds. (Additional fees may apply)

**Need a little cash today? Get an advance on part of your refund! (Additional fees may apply)

Tax Payer/Spouse (If Applicable)

• Valid Driver's License
• Valid State Issued Photo ID
• Passport
• Banking Routing & Account Number (required for direct deposit and pay-by-refund services)

• W2 or Last Check Stub
• Any 1099 (NEC, MISC, R, G, INT, DIV, C, etc.)
• SSA-1099 (Social Security Benefit Statement)
• W2G (Gambling Wages)
• 1444-C (Stimulus Payments)
• 6419 (CTC Payments)
• 1098 (Mortgage Interest Statement)
• And More

At Least 2 Documents Required

• Social Security Card
• Birth Certificate
• Immunization Record
• Current Year Report Card
• Social Security Disability Award Letter
• Health & Human Services Statement
• Medical Insurance Card