Client Checklist

• Color photocopy of state driver’s license

• Photocopy of Social Security cards (client, spouse, dependents; children or adult dependents)

• Social Security and Disability Statements (non-taxable; statements needed for verification)

• All W2 Forms, 1099 Miscellaneous Income Forms, 1099 R IRA Retirement Forms

• Co-Pay Printouts:

  • Pharmacy, Prescription drugs, Physicians, Dentists

• 1098 Mortgage Interest Statement Form

• Charitable Donations

• Real Estate Taxes

• Property Taxes

• Student Loans

• Health Insurance