Required Tax Documents

Required Tax Payer Documents

   

Send Email (Email: [email protected])

   

or use the Client Drop Box (upload documents securely)

   

1. Filing status for you and your dependents, please indicate all:

   

Single Married Married Filing Separate Head of Household Qualifying Widow(er); with dependent child

   

2. State their Relationship to Tax Payer and any Income Earned by Dependent.

   

3. Can Taxpayer be Claimed on Another Individual’s Return?

   

4. Dates of birth for Tax Payer and all dependents.

   

5. Previous Years’ Tax Return (Federal, State, and Local If Applicable). (Send both for Tax Payers and Dependents.)

   

Common Documents

   

INCOME

     

DEDUCTIONS

   

ADJUSTMENTS

     

PAYMENTS