Personal Information

• Name

• Spouse, if applicable

• Social Security Number

• Date of Birth

• Dependents

• Occupation

• Banking Information

• Copy of Driver's License/ Identification

Income

• Wages (W-2)

• Unemployment Compensation (1099-G)

• Social Security Income (SSA-1099)

• Interest Income (1099-INT)

• Dividend Income (1099-DIV)

• Retirement Income (1099-R)

• Stocks or Investments sold (1099-B)

• Cryptocurrency 

Business 

• 1099-NEC/1099-MISC

• Business Income (Schedule C) 

• Partnership Income (Schedule K-1) 

• S Corporation Income (Schedule K-1) 

• Rental Income (Schedule E) 

• Sale of Business Assets 

Business Expense

• Labor Expense

• Administrative Expense

• Operation Expense

• Business Meals 

• Travel

• Business Vehicle Expense

• Home Office