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Documents Needed To File
Tax Returns

Proof Of Identity
Current ID
Drivers License
Passport
Social Security Card
Employment Information
W2
1099
Last Check Stub with EIN #
PROOF OF SCHEDULE C
(SELF EMPLOYMENT)
Receipt Book
Cash app
apple pay
zelle
chime
square
paypal
DBA or business card
Bank/ Credit card statement
Previous year tax return
(optional)
Expense worksheet must
be signed and dated
Proof of Residency
Utility Bill
Lease Agreement
Payment Information
For Direct Deposit
Bank Account and Routing #
PROOF OF DEPENDENT(S)
Must provide dependent(s)
Social Security Card
& One Of The Following Below:
Birth certificate
Physicians statement
Report card / school records
Immunization record
Notarized letter
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