- W2’s 1099’s or schedule K-1
- Student loan information including 1098T.
- If self employed or independent contractors please complete our self employment form online
- Unemployment form 1099G
- Form 1095A (If you receive marketplace insurance)
- Valid DL/State issued ID, passport, Military ID, Resident Alien, Matricula Consular
- Social Security Cards for everyone on your tax return
- Proof of address for taxpayer and all dependents ex: Utility bills, Medical records, School Records
- Childcare records (including the provider’s ID number)
- Direct deposit information (routing & account number, checking or savings)
- Interest income from bank accounts
- All other tax related documents