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  • HOME
  • CLIENT INTAKE FORM
  • REQUIRED DOCUMENTS
  • MORTGAGE FINANCING
  • CREDIT REPAIR
  • WHERE’S MY REFUND
  • IRS TAX ACCOUNT LOGIN
  • APPOINTMENTS
  • REFERRALS
  • TAXES FOR REALTORS
  • More
    • HOME
    • CLIENT INTAKE FORM
    • REQUIRED DOCUMENTS
    • MORTGAGE FINANCING
    • CREDIT REPAIR
    • WHERE’S MY REFUND
    • IRS TAX ACCOUNT LOGIN
    • APPOINTMENTS
    • REFERRALS
    • TAXES FOR REALTORS
  • HOME
  • CLIENT INTAKE FORM
  • REQUIRED DOCUMENTS
  • MORTGAGE FINANCING
  • CREDIT REPAIR
  • WHERE’S MY REFUND
  • IRS TAX ACCOUNT LOGIN
  • APPOINTMENTS
  • REFERRALS
  • TAXES FOR REALTORS

required documents

Personal Taxes

Federal and State Filings

Photo ID

Drivers License, Passport or Government Issued ID 

W-2 or 1099

End of year Earnings From Employer or Contract Work

1098-T for Students

End of year Tax Statements for Attending School

Dependent Information

Child that has resided with you for at least half a year that you provide more than half of their living expenses for confirmed with medical records and or school reports

Direct Deposit Information

Checking or savings information 

Proof of Residence (HOH)

Lease or other documents that prove Head of Household

Daycare Payments Information and Records

Name, address and phone number  of daycare provider with proof of payments

Medical Payments

Any bills paid not covered by insurance

Investment, Retirement or Gambling Winning Documents

1099 or W-2G

Business Income or Expenses

Self Employment Income for Schedule C


Business Taxes

Income from Primary Self Employment

Proof Of Business

Business Card, Website, Scheduling site where you accept appointments

Business Income

Bank Statements, Receipts and Invoices showing sales

Business Expenses

1

Receipts and Invoices

Add a footnote if this applies to your business


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