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
* Income (Ex: W-2, 1099/Self Employment Expense log or summery of income, Business License, Bank Statements)
*IP PIN (identity protection personal identification number
* Form 1095A (Marketplace Health Insurance)