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WE SERVICE

• W2

• 1099

• 1098t school form 

• Mortgage statement

• Sch C / business income & expense 

• Business EIN & address 

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REQUIRED DOCUMENTS

• ID drivers license

• Social Security card 

• Utility bill or lease (proof of resident) 

 

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DEPENDENT REQUIRED DOCUMENTS

• Social Security card 

• Birth certificate

• Rental lease with dependence name

• School records showing parents

• Medical bill or statement

 

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DISABLED DEPENDENT DOCUMENTS

• Social Security award letter

• Statement from medical provider stating disabled

• Any statement showing proof of disability