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