REQUIRED FILING DOCUMENTS

• Proof of Identity. This can be a state issued driver's license, passport, or other government issued IDs. We need a copy of the front only.
• SSN. This is required and often available on W2s. If your W2 DOES NOT have a COMPLETE number, please submit a copy of your social security card for all clients. DEPENDENTS: all dependents being claimed must have a birth certificate and social security card on file.
• INCOME STATEMENTS. (W2, 1099s, etc)
• Capital/Cryptocurrency statements
• IRS issued Identification Protection Personal Identification PIN
• ALL totals of non-reimbursed expenses incurred to perform contracted/business services.