• All Income Received • Social Security Cards for ALL included on the returns • Driver's License, State ID, Birth Certificates, Death Certificates, Marriage License or Divorce Decree • Copies of last year’s tax return (if you are a new client) • Second form of identification (Passport, Military ID, Credit/Debit Card etc.)

• W-2 forms for you and your spouse • 1099-G forms for unemployment income, or state or local tax refunds • 1099-MISC forms • 1099-R, Form 8606 for payments or any distributions from IRAs or retirement plans • 1099-S forms for income from purchase or sale of a property if in the tax year • 1099-INT, -DIV, -B, or K-1s for investment or interest income • SSA-1099 for Social Security benefits received • Spousal Support/Alimony received • Business or farming income - profit/loss statement, all equipment information • Rental property income and expenses: profit/loss statement, suspended loss information • Pension Statements • 1099-C forms for cancellation of debt • Miscellaneous income: Gambling winnings, Medical Savings Account, scholarships, etc.

• Form 1098-E for student loan interest paid (or loan statements for student loans) • Form 1098-T for tuition paid • IRA contribution documents or statements of payments made • Receipts for qualifying home improvements (solar, windows, roof, furnace etc.) • Medical Savings Account (MSA) contributions • Self-employed health insurance payment statements • Moving expenses related to job relocation • Spousal/Alimony payments • Any self-employed pension plans • 1095-A Marketplace Health Insurance and/or all documentation relating to Health Insurance