Required Documents

REQUIRED DOUMENTATION

Personal Information

Taxpayer information

Name
Date of Birth
Occupation
SSN: Required by the IRS to verify Identity
Address
Drivers License or ID (will qualify for adit protection)

Filing Satus

Single
Married Filing Jointly
Married Filing Separately
Head of Household

Spouse Information (If filing Married)

22

Name
Date of Birth
Occupation
SSN: Required by the IRS to verify Identity
Address

Dependent Information

Name
Date of Birth
SSN: Required by the IRS
Relationship

Income Documentation

This section will very depending on how your income was made.

Common income

Wages and salaries (Form W-2)
Unemployment compensation (Form 1099-G)
Social security benefits (Form SSA-1099)
Taxable state or local refunds (Form 1099-G)

Uncommon income

IRA and pension distributions (Form 1099-R)
Interest and dividend income (Form 1099-INT and Form 1099-DIV)
Capital gain distributions (Form 1099-DIV)
Sales of stocks and mutual funds (Form 1099-B)
Capital loss carryover
Taxable state or local refunds (Form 1099-G)

Common Business income

Self-employment income (Form 1099-NEC, Form 1099-MISC, and Schedule C)

All other income

Alimony received
Alaska Permanent Fund dividends
Household employee wages
Taxable scholarships and grants
Net Operating Loss carryover
Jury duty fees
Prizes and miscellaneous income
Common Deductions Supported

If you have your documentation and are ready to apply you can click button below or text us at 321.391.9887