Customer Checklist

Have all your information ready prior to filing

What You Need

Use this list to help prepare your tax documents

• W2’s 1099’s or schedule K-1

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