Tax Filing Checklist
Please make sure to submit requested documents below with your questionnaire. Any required documents not submitted will hold up the return process. If you have any questions please feel free to call, text or email. Thank you!
Please upload all documents to your client tax portal once it has been set up:
Previous Year Tax Return (New Clients Only)
Taxpayers Drivers License
Taxpayers Social Security Cards
All Dependents Social Security Cards
Proof Of residence (Ex: lease agreement, current mail with mailing address)
Healthcare Documents (Marketplace coverage form 1095-A is required)
Income (Ex: W-2, 1099/Self Employment Expense log or summery of income, Business License, Bank Statements)
Should be Empty: