Customer Checklist

• 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