Resources
Quick checklist and helpful links to prepare for your appointment with VIP Tax Service. Questions? Call/Text (617) 412-9236.
What to bring
- Photo ID
- Social Security cards (you + dependents)
- W-2s, 1099s, 1098s (as applicable)
- Last year’s tax return (if available)
- Bank account info for direct deposit
- Health insurance forms (if applicable)
- Childcare provider info (if applicable)
- Self-employed: income totals + basic expense totals
Helpful IRS links
- Where’s My Refund?
- IRS Direct Pay
- Get a Tax Transcript
- Payments (all options)
- Taxpayer Bill of Rights
Note: Please avoid sending SSNs or sensitive documents through basic email. If you need to share documents remotely, contact us first.
Forms & Publications
Below are official IRS PDF links for common forms. If you don’t see what you need, visit the IRS Forms & Publications page.