Here’s what you’ll need to provide to get started...

• Proof of identification (Drivers License, Government issued Photo I.D.)

• Social Security Cards for you, your spouse and dependents, and/or a Social Security Number verification letter issued by the Social Security Administration. If you or your dependent/s are not eligible to get a Social Security Number, you may need to obtain an Individual Taxpayer Identification Number (ITIN). We can help you do this.

• Date of Births for you, your spouse and any dependents you are claiming

• Wage and earning statement(s) Form W-2, W-2G, 1099-MISC and 1099-R, from all employers and payers. If you have not received your Forms W-2 from your employer and want to know what to do, we can help. Call us.

• Copy of Previous Year Tax Return. (New Clients Only)

• Client Information form

• 1095 Form or proof of Health Insurance

• Consent forms (Both spouses must sign the required forms if filing Married-Joint)

• Interest and dividend statements - Forms 1099-INT and 1099-DIV

• Social Security, State Income Tax refund and Unemployment Compensation statements - Forms SSA-1099 and 1099-G

• Information on Broker and Barter Exchange Transactions - Form 1099-B

• Records of rental income and expenses, IRA contributions, and alimony paid or received

• Mortgage Interest Statement - Form 1098; and records of the purchase or sale of your residence

• Secure Client Portal Request (New Clients & First time users) click here