PERSONAL IDENTIFICATION

All clients must provide valid photo identification to add to their documentation. This can be a state Driver’s License or ID Card.

 

REFUNDABLE CREDITS DOCUMENT REQUIREMENTS

The following credits now require documentation that the dependents you are claiming are legally yours to claim: Earned Income Credit, Child Tax Credit and American Opportunity Tax Credit.

New clients please bring at least 2 of the following documents that include your address and the child’s name. Also, make sure the documents are dated for the Tax Year you are filing. Returning clients may bring 1 document. They can include:

  • School registration or report card.
  • Landlord lease or Property Management statement showing children’s name.
  • Healthcare provider statement, such as doctor or dentist
  • Health Insurance statement (1095-B or C)
  • Childcare provider records
  • Social services/Placement Agency statement
  • Place of worship statement
  • Employer statement

If the child is not your son or daughter, you will need marriage or birth certificates to show relationship.

If your dependent is disabled, we will need a doctor’s statement or Social Security letter confirming the disability. Also, a copy of the 1099-SSA if the dependent receives benefits.

 

HEAD OF HOUSEHOLD STATUS DOCUMENTS

This status requires documentation to show that you provided primary financial care for the dependents in your household.

New clients, 2 of the following documents, returning clients 1. Documents must have your name and address on them:

Rent Receipts, Utility Bill, Property Tax Bill, Mortgage Interest Statement (1098), Property Insurance Statement, Repair bills for the home, or Grocery receipts.

Again, these must be dated for the Tax Year you are filing.

 

SELF-EMPLOYED

Taxpayers with self-employment income are required to have proper documentation of their activities.

New clients, please bring at least 2 of the following, returning clients at least 1:

Forms 1099-NEC, Business License, record of gross income & expenses, bank and/or business credit card statements, profit and loss statement from your software package such as QuickBooks, etc.