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First Time Income Tax Client 

Please fill out all the fields and call us if you have any questions. Listed are all the documents we will need before getting started. Once you have all the required documents press "Upload + Send" button.

1 

Copy of your last return

2

All forms of income for year you are filing for

3

Copy of ID + SS card

4

If married and/or will claim dependents, please also provide their full name, date of birth, SS #

5 

Mortgage statement

6

Health care form 1095A

7

Bank info: routing and acc

Also option to receive their refund via check/ or the bill via letter (depending on your results)

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