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IMPORTANT tax documents TO REMEMBER

  • Government issued I.D. (Acceptable documents are your State ID, Driver's License or Passport)
  • Social Security card (Socials will also be needed for all dependents being claimed)
  • Income (W2, 1099, Unemployment form  or other income tax filing documents)
  • Insurance Forms (REMINDER: If you received insurance through the Marketplace also often referred to as Obamacare, a 1095-A form is required to process your refund. This will significantly delay your return. Find out from your employer if you will be receiving a 1095 A form.)

 

So, this is super simple! In our secure form above you can safely upload your documents to our portal to begin your free tax quote. 


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Most Taxpayers qualify for new credits this year due to the pandemic. We are here to ensure that you are informed and get your maximum refund!

WHAT CREDITS DO I QUALIFY FOR?