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 from the list below:
Taxpayers Drivers License
Taxpayers Social Security Cards
All Dependents Social Security Cards
Proof Of residence (Ex: lease agreement, current mail with mailing address)
Healthcare Card for Taxpayer/Dependents
Income (Ex: W-2, 1099/Self Employment Expense log or summery of income, Business License, Bank Statements)
Submit
Should be Empty: