• State-Issued or Federal-Issued picture ID

• Social Security Cards for everyone yourself and spouse/dependents (if applicable)

• Your Checking Account & Routing Number (to direct deposit your refund) or we can print a check (where available)

• Copy of your previous or most recently filed tax return.

Income can be in the form of W2s, Reconstructed Schedule Cs, Schedule K-1s and/or 1099s. You will oftentimes have several and all will need to be provided to your tax professional. Please note that taxpayers cannot use the last paycheck stub to file since it is in direct violation of IRS policy.

• W2s differ for many events, including (but not limited to) benefit such as a cafeteria plan or insurance [non-medical] or deferred compensation or savings plan, such as a 401(k), 403(b) or the like. 

• Using your check stub instead of the Form W-2 can cause tax overpayment, refund delay & an audit/inquiry correspondence trigger.

• Companies file W-2s and 1099s with the IRS, so make sure yours match up.

• Call your H.R. department to see if your company uses W-2 importing platform.

• Profit and Loss statements from your business or Reconstructed Schedule C

Here are the forms that you need to submit BEFORE your return is complete:

• Client Intake form

• EIC Validation form

• Schedule C (Self-Employment) Validation form

Here are the forms that you need to submit AFTER your return is complete and prior to filing (generated in tax software):

• Bank Product (provides consent to have your tax prep fee deducted from your refund and/or apply for a cash advance)

• Consent Doc (provides consent for tax preparer to use the information you provided for the purpose of preparing your return)

• E-File Signature Authorization – provide consent for your tax preparer to E-File your tax return.

• Payment (if applicable) to submit e-file return.

Provide all documents mailed to you which indicate they’re for “Tax Purposes.” You will be supplied with a client portal to submit your documents securely.

***Not all will apply.***

• Child Care Expenses

• 1098-T Education Tuition Expense

• Interest Paid on Student Loans

• Alimony Paid (need Social Security number of recipient)

• 1098 – Mortgage Interest Expense

• Medical savings account

• Moving expenses

• IRA contributions

• Rental Property Expense & cost basis

• Adoption expenses

• Medical Expenses (Health Care – Prescriptions, Doctors, Dentists, Eyeglasses, Medical Insurance, Long Term Health Care Insurance)

• Real Estate Taxes and other taxes paid

• List of Charitable Contributions

• Un-Reimbursed Job Expense

• Union/Professional Dues, Job related educational costs, Investment expenses, Job Search expense, Hobby expense, Work uniforms, Safe deposit box

Here are the links to check your refund status:

• Check with IRSS for Current Year Returns 

• Check with IRS for Amended Returns

• Check with Refund Advantage – (866) 876-6648 or www.TaxPayerInfo.com