Standard Documentation Requested 

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1. Full Name

2. Birthdate

3. Phone Number

4. Social Security Number

5. Address

6. Picture of ID (Front and Back)

7. Bank Accounting Number (please confirm whether it is a checking or savings account)

8. Bank Routing Number 

9. Make/model of car

10. All W2's and other tax documentation provided 

11. Car Note Amount 

12. Car Note Insurance Amount

13. Escrow Statement, if applicable 

14. Dependent(s) Name, Birthdate and Social Security Number, if applicable

15. Childcare place of business and payments made, if applicable 

16. Last Year's AGI (line 11 on your last year's return - you can access the IRS website to retrieve) 

17. Software previously used and login credentials (TurboTax, TaxSlayer, etc.) 

18. Full Business(es) Name, if applicable 

19. Business(es) EIN, if applicable

20. Business(es) Expense Report or any proof of Annual Income 

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