SERVICES PROVIDED:

Please provide a valid form of identification for all taxpayers listed on the return:

• Valid Driver’s License or State-Issued ID 
• Social Security Card(s) 
• Passport (if applicable) 

All identification must be current and not expired.
For joint returns, identification is required for both individuals.

Please provide all applicable income and supporting documents:

• W-2 Forms 
• 1099 Forms (all types) 
• Schedule C (Business Income and Expenses) 
• Any additional income documents (unemployment, retirement, etc.) 

Include all documents received for the tax year to ensure your return is filed accurately.

Please provide all applicable documents related to deductions and credits:

• Child Care Expenses 
• Form 1098-T (Tuition Statement) 
• Form 1098 (Mortgage Interest Statement) 
• College Tuition and Education Expenses 
• Adoption Expenses 
• Form 1095-A (Health Insurance Marketplace) 
• Charitable Contributions 
• Retirement Contributions 

Providing complete documentation helps ensure you receive all eligible deductions and credits.

Please provide the following information for all dependents you are claiming:

• Full Name and Date of Birth 
• Social Security Card(s) 
• Relationship to taxpayer 
• School or childcare provider information (if applicable) 
• Form 1098-T (if in college) 

Dependents must meet IRS requirements to be claimed on your return.