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DOCUMENTS YOU NEED TO FILE (ACCORDING TO YOUR TAX SITUATION);

  • ALL INCOME DOCUMENTS- W-2, 1099NEC, Wages, 1099G or Self-Employment Books (All income must be reported. Additional bookkeeping fees may be charged if you have statements that need to be reconciled.) Please see our other financial services to support you with your business growth.

  • (Unexpired) Photo I.D or Driver’s License

  • Social Security cards of all dependents

  • Proof of residence for HOH (utility bill or statement with address showing)

  • Gas Receipts, All documented expenses if filing Schedule C

  • Mortgage Statement 1098, School 1098T

  • Copy of prior year return (Insome cases not needed)

  • Marketplace Healthcare form 1095A (if applicable)

  • Bank Account Routing & Account Info

  • IRS Letters regarding interest payments or audit correspondence (if any)