Paperwork and Information to bring with you for your appointment:
2016 tax return (if available)
SC Thrive Folder with username and password (if available)
W-2 wage earnings from any job in 2017
1099 tax forms from retirement, disability, social security, interest, dividends from stocks and bonds
Form 1095 from Affordable Care Act insurance
*Income cannot exceed $95,000 (married, filing jointly) or $65,000 (filing single)*
Our system can go back three tax years (2014, 2015, and 2016) if you need to file back-taxes