What to bring:

Contact Us

Personal Data

  • Driver’s License
  • Social Security card
  • Medicare Card
  • Social Security numbers of dependents
  • Birth dates of dependents

Child & Dependent Residency

Records Needed:

  • School Records
  • Medical Records
  • Childcare Records
  • Social Service Records
  • Place of worship Records

Statements Needed:

  • Landlord or Property Management Lease Statement
  • HealthCare Provider Statement
  • Employer Statement

Tax Info & Income Data (Includes Income and Expenses)

  • W-2 statement
  • Last paystub for W-2 download
  • Commissions received
  • Commissions paid
  • Alimony Paid
  • Alimony Received
  • Lottery Winnings & Losses
  • Gambling Winnings & Losses / W2-G
  • Record of new home purchased / sold
  • Rental Income / expenses
  • Record of Taxes Paid
  • College Tuition Statement / 1098-T
  • Student loan interest / 1098-E
  • Retirement / Pension Income / 1099-R
  • Unemployment Income / 1099-G
  • Social Security Income / 1099-SSA
  • Interest Income /1099-INT
  • Dividend Income / 1099-DIV
  • State Income Tax Refund /1099-G
  • Stock Sales / 1099-B
  • Miscellaneous Income / 1099-Misc
  • Self-Employment Income & Expenses / 1099
  • Medical expenses
  • Dental expenses
  • Child care expenses
  • Mileage records
  • Doctor appointments
  • Affordable Care Act
  • Marketplace Annual Insurance Premium Statement
  • Child care provider information
  • Mortgage Interest
  • Moving Expenses
  • Charitable Contributions
  • Work Expenses

Self-Employment Records

  • Business License or EIN number
  • Business Income
  • Business Expenses
  • Business Card
  • All Receipts