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BEFORE YOU BEGIN YOUR APPLICATION
BEFORE YOU BEGIN YOUR APPLICATION
Please be sure to gather ALL necessary documentation prior to beginning the Tax Portal Application Form for ease in form completion...
Government Issued Photo Identification (i.e., Drivers License, State ID)
SS Card for Self + If Applicable SS Card for Dependents
Dependent Information (Full Names & Dates of Birth)
If College Courses are Applicable Form 1098T
W2's 1099's "or" 1098 Forms
Proof of Medical Insurance Forms 1095B "or" 1095C
Last Year's Adjusted Gross Income (AGI)
Vehicle Year, Make & Model
Estimated Mileage
If Applicable Estimated Cost of Uniforms, Work Shoes/Boots
If Applicable Charitable Donations
Copy of Last Year's Return
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