Forms Of Identification

1. Driver’s license, State Issued Photo ID for taxpayer(s), or Passport, Green Card)

2. Social Security Numbers for taxpayer(s) and dependents

3.Birthday's for taxpayer(s) and dependents

All Income documents 

1. Copy of last year’s tax return 

2. W2’s 

3. 1099-MISC’s 

4. 1099-NEC’s  

5. Retirement Income (1099-R) 

6. Social security Income (SSA-1099)

7. Rental Property Income and Expense Summary

Documents Needed For Business Tax Preparation

1. All Personal Documents listed above
2. IRS EIN letter and EIN# (if applicable)
3. Articles Of Organization
4. Name and Address of Business if different from Home Address
5. Gross Receipts/Business Sales Revenue
6. Income Statement/Balance Sheet/Cash Flow Statement (if applicable)