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Expert in Action
Tax return
According to the Constitution of the United States, Article 1, Section 8, Clause 1, it is mandatory to declare and pay taxes since this helps pay for the well-being of the United States and the common defense. To add, it helps you maintain legal peace of mind in the United States.
Requirements
Tax Return
Social Security
Your social security, of your spouse and of all your dependents.
Driver's license
Your and your spouse's driver's license.
W-2; 1099 or Account Statements
All forms of income for you and your spouse.
Health insurance
1095-A (Obama care/Health Marketplace) 1095-B or 1095-C.
Bank Information
Bank Name, Account Number, Routing Number, and account type: Checking or Savings.
2022 taxes
If you are a new client we need your latest tax return.
Any other form of taxes
Other documents related to taxes such as: 1099-Int, 1099-Mortagage, etc.
Interview Questionnaire
Complete the attached questionnaire.
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