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Tips when visiting a site

-	Hours of operation
-	If they accept walk-ins or require a scheduled appointment

-	Proof of identification
-	Social Security Cards for you, your spouse and dependents
-	Birth dates for you, your spouse and dependents on the tax return
-	Wage and earning statement(s) Form W-2, W-2G, 1099-R, from all employers
-	Interest and dividend statements from banks (Forms 1099)
-	Information on other sources of income and any deductions
-	A copy of last year’s Federal and State returns if available
-	Financial institution routing numbers and account numbers for direct deposit
-	To file taxes electronically on a married filing joint tax return, both spouses must be present to sign the required forms.
-	Those claiming homestead credit should bring a rent certificate and/or a copy of their 2006 property tax bill, and a record of any Wisconsin Works (W2) payments received in 2006.

Ask for direct deposit. Tell your tax preparer that you want use direct deposit with your credit union account. Be ready to provide them with your account numbers and routing number(s) of the financial institution(s) you are using.