Information needed for your tax service.

1.   Verification of the taxpayer's document

  • Photo Identification
  • Social Security Card or ITIN
  • Phone
  • E-mail
  • Occupation
  • Protection Pin
  • Verified Address  (example Utility Bill)
  • ObamaCare (1095-A)
  • Bank Account and Routing Number


2.   Verification of spouse document

  • Photo Identification
  • Social Security Card or ITIN
  • Phone
  • E-mail
  • Occupation
  • Protection Pin
  • Verified Address (If Filing Separately)
  • ObamaCare (1095-A)

3.   Verification of dependent documents

  • Birth certificate  (to prove you are the parents)
  • Social Security Card
  • Current School Records
  • Guardianship (if applicable)
  • Day Care Records
  • Dependent Income/Adults at Home (if applicable)


4.   Verification of income documents

  • W-2
  • Self-employment (1099-NEC)
  • Unemployment (1099-G)
  • Retirement Income (1099-R)
  • Social Security Benefits (SSA-1099)
  • Interest income (1099-INT)
  • Dividend Income (1099-DIV)
  • Rental income


5.   Self-employed

  • Records of all expenses


6.   Educational expenses

  • 1098-T
  • Receipts of qualifying expenses
  • Records of any scholarship
  • Student loan interest (1098-E)