Last years income tax if you are a new client    

Name, address, Social Security number and Date of Birth for yourself, spouse and dependents

Dependent Provider, Name, Address, Tax ID and S.S.N.

Banking information if Direct Deposit Required

Wages and/or Unemployment

Interest and/or Dividend Income

State/Local income tax refunded

Social Assistance Income

Pension/Annuity/Stock or Bond Sales

Contract/Partnership/Trust/Estate Income

Gambling/Lottery Winnings and Losses/Prizes/Bonus

Alimony Income

Rental Income

Self Employment/Tips

Foreign Income

EIN Letter  

Prior Year Tax Return

Income and Expenses (Profit and Loss Statement)

Beginning and End of Year Balances Verified Docs

• Example:

  • Balance Sheets

  • Bank Statements