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 You may need your W-2s, 1099s, Social Security information, identification, dependent information, mortgage or rental information, childcare expenses, education expenses, and other applicable tax documents. 

 Yes. Self-employed clients may have additional forms and deductions related to their business income and expenses. 

 We will ask questions about your income, family, education, home, business, and other circumstances to identify deductions and credits that may apply to you.