TAX DOCUMENTS NEEDED?
Business Owners
- Form 1099 Form(s)
- Profit and Loss Statement (P&L)
- Business Balance Sheet
- List of new assets if not included on Balance Sheet
- December Business Bank Statement
- Professional License (if applicable)
- City License (if applicable)
- Form 1099 Form(s)
- Profit and Loss Statement (P&L)
- Business Balance Steet
- List of new assets if not included on Balance Sheet
- December Business Bank Statement
- Professional License (if applicable)
- City License (if applicable)
- Articles of Incorporation
- Federal EIN Letter from IRS
- Profit and Loss Statement (P&L)
- Business Balance Sheet
- List of new assets if not included on Balance Sheet
- Professional License (if applicable)
- City License (if applicable)
- Articles of Organization
- Federal EIN Letter from IRS
- Profit and Loss Statement (P&L)
- Business Balance Sheet
- List of new assets if not included on Balance Sheet
- Professional License (if applicable)
- City License (if applicable)
- 1099 Rent Income (if any)
- Profit and Loss Statement for each rental property
- Property Tax Statement paid.
- List of new assets if not included on Balance Sheet
Home Owners
- Form 1098 Mortgage Interest
- Property Tax Statement paid.
- List of the following expenses paid:
- •Health Insurance Premium
- •Out of pocket Medical Expenses
- •Vehicle Registration
- •Donations
College Students
- 1098 E Student Loan Interest
- Out of pocket school expenses
- Transcript / School record
- School Identification
First Time Filing
- W2 Forms/1099 forms/Any other sources of Income Forms
- Driver’s License
- Social Security Card
- Health Insurance Card and 1095 A-B-C Health Coverage
- Bank Account information in case of a deposit or Balance
- W2 Forms/1099 forms/Any other sources of Income Forms
- Driver’s License
- Social Security Card
- Health Insurance Card and 1095 A-B-C Health Coverage
- Bank Account information in case of a deposit or Balance
- Birth Certificate for all dependents
- Social Security Card for all dependents
- Health Insurance for all dependents
- Proof of address for all dependents such as School record
- W2 Forms/1099 forms/Any other sources of Income Forms
- Driver’s License
- Social Security Card
- Health Insurance Card and 1095 A-B-C Health Coverage
- Bank Account information in case of a deposit or Balance
- Birth Certificate for all dependents
- Social Security Card for all dependents
- Health Insurance for all dependents
- Proof of address for all dependents such as School record
- W2 Forms/1099 forms/Any other sources of Income Forms
- Driver’s License
- Social Security Card
- Health Insurance Card and 1095 A-B-C Health Coverage
- Bank Account information in case of a deposit or Balance
- Income Information for Spouse
