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- Forms
Due to increased fraud prevention this tax year we must make sure all information on your tax form is as accurate as possible. Providing as much information as possible to us helps us ensure that
you will be filing the correct forms and getting the correct deductions for tax year 2014.
What we need from you if the following:
Tax Information such as Forms W-2, 1099, 1098.
Social Security cards or ITIN letters for you and all persons on your tax return.
Picture Id ( such as a valid driver's lincense or other government issued ID for you and your spouse, if applicable).
And for all direct deposit returns we need a copy of a voided check.
We have a few forms that you can download and that are needed to guide us with your tax refund and protect all parties.
Fax Cover Sheet
Customer Information
Due Diligence Pt 1
Due Diligence Pt 2
Itemization Worksheet
Business Worksheet
Signature Authorization
Direct Deposit Authorization