- Copy of you Drivers License or other government issued ID
Income, Expenses & Other Tax Documents:
- Copy Of W2, 1099 or other document showing your income
- Copy of list of expenses which you wish to claim
- Mileage, Donation and other worksheet (if relevant)
- Client Engagement letter
- Individual Taxpayer Organizer
- Copy of previous year Tax Return
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Click on the below image to log-in your secure portal and
submit your documents.
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