Required Identification Documents

 Valid State ID

 

Drivers Licence

Passport for any adult included on the return, 18 years of age and older

​

Original Social Security Card(s)

​

Original birth certificate

​

Copy of Direct Deposit form or blank check 

This button will direct you to the IRS website and publication for standards on acceptable verificiation documents.

Filing Status

Single:

ID, Social Security, W2 or pay statement

​

Head of House Hold:

ID, Social Security Card(s)

Birth Certificate(s), Legal documents, W2 or pay statement.

​

Married Filing Jointly:

ID's, Social Security Card's, Marriage Certificate or statement, W2's or pay statement's.

Pay Statements

Original, unaltered W2

 

 PDF version of the W2 

       

Valid 1099 Misc Form with employer contact number and address

​

Self Employment Statement (fill out & download)

Supporting Documents

Proof of address

​

Proof of Dependent Care expenses

​

Proof of medical expenses

​

Proof of Work expenses

​

Proof of education expenses

​

Proof of housing expenses

​

Proof of Retirement Accounts

​

Proof of Health Savings Accounts