• Any letter or Notice from IRS or State
• Form 1095-A (B,C), Health Insurance Marketplace Statement, to reconcile advance Premium Tax Credits for Marketplace coverage
• The most recent bank statement
• The amounts of Stimulus money received last year and this year. ( 1099MISC from California)
• State ID or Passport or any Official ID document
• If Children you need a Letter from their school that certifies their enrollment on year of the tax
• Social Security Numbers (Original if customer for 1st time) for every member of the family
• or ITIN Number provided by IRS
• Original or copy W2 forms
• Original or copy 1099 Misc. Forms (if any)
• Last Year Income Tax Report
• If own a house 1098 Interest Statement from bank (if any) and Local real estate taxes paid
• Name, address and SSN of Babysitter (if any)
• Day Care or Education Expenses Documents, please ask for EIN number (if any)
• 1098 T forms from Students College or University (if any)

If you have a Small Business or Self Employed:

• All of the above that applies
• Any letter or notice from IRS
• Any Grant Money Form you Received
• Book of Income and Expenses
• Receipts and Invoices
• Name and SSN of Employees
• Your Federal Employer Number or EIN

*Depending on your tax return, other documents or additional information may be needed.