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Documents Required:
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Photo ID
Original Social Security cards for client, spouse and dependents
Income/Wage Tax Documents (W-2s, 1099s, Year-end income for SSI, workers' compensation, etc.)
Copy of Last Year’s Federal and State Returns if available
Education Credits and Adjustments Tax Documents (Forms 1098-T, 1098-E, etc.)
Proof of Child Care Expenses and Other Related Tax Documents (Example: Daycare provider's tax identifying number or provider's business employer identification number)
Homeowner statements, if applicable
Voided check or routing and account number for Direct Deposit
Property Tax statement if applicable
Mortgage Interest statement if applicable
DMV registration statements if applicable
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