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Have Questions? We're Here to Help.

Your Document Submission Checklist

Our forms use extra secure, PII-compliant double encryption to protect your confidential information at every step. Simply follow the guided checklist for your service to upload required documents, making onboarding faster, more accurate and reducing the need for follow-ups.

Individual Tax Checklist

Please upload your Drivers License, Social Security Card(s), W-2, Childcare Statement, 1095 A (Marketplace), 1098 T (School), 1099 B (Stocks/Investments), 1099 DIV (Dividends), 1099 R (Retirement), 1099 INT (Interest), IP Pin (Identification Pin if applicable) and any other relevant documents.

Business Tax Checklist

Please include copies of your Drivers License, Social Security Card(s), W-2, Childcare Statement, 1095 A (Marketplace), 1098 (Mortgage Statement), 1098 T (School), 1099, 1099 B (Stocks/Investments), 1099 DIV (Dividends), 1099 R (Investments), 1099 INT (Interest), 1099 Misc, IP Pin (Identification Pin if applicable), and any other relevant documents.

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