Tools & Tips

Documents Required to Prepare your Income Tax Report:
  • State ID or Passport or any Official ID document
  • Social Security Numbers (Original if customer for 1st time)
  • or ITIN Number provided by IRS
  • Original W2 forms
  • Original 1099 Forms
  • Last Year Income Tax Report
  • If own a house 1099 Interest Statement
  • Any letter from IRS
  • Name and SSN of Babysitter
  • Day Care or Education Expenses Documents
If Small Business:
  • Book of Income and Expenses
  • Reciepts and Invoices
  • Name and SSN of Employees