Documents needed to complete Tax Return
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 submit copies off all required documents that apply to you from the list below:
Taxpayers Drivers License
All Dependents Social Security Cards
Social Security Tax Forms( SSA 1099)
Healthcare Tax Form for Health Insurance Marketplace (1095A)
Income (Ex: W-2, 1099/Self Employment Expense log or summery of income, Business License, Bank Statements)
IP PIN if Identity Protection was Required in The Previous Years
School Tuition Tax Forms for Students (1098T)
Unemployment Tax Form
401K Withdrawal Tax Form
Bank Info for Tax Refund
If you Itemize Include all Applicable Expenses (Mortgage Interest, Charitable Contributions, Medical Expenses, etc.)
Student Loan Interest Tax Form
Should be Empty: