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Income Tax Requirements

  • Last year tax return (New clients)
  • Social Security card(s) and dates of birth (New clients)
  • Identificacion(s) (RAL/RT Applicants)

Income Tax Requirements (House Owner)

  • Mortgage or home equity loan interest paid/1098
  • Real estate and personal property taxes
  • Unreimbursed employment-related expenses
  • State refund amount
  • Cash and non-cash charitable donations
  • Medical and dental expenses
  • Income and expenses from rentals
  • Record of purchase or sale of residence

Income Tax Requirements (Optional)

  • Wage statements/W-2s
  • Pension, retirement income/1099-Rs
  • Interest and dividend income/1099-INT/1099-DIV
  • Commissions/1099-MISC
  • Lottery or gambling winnings and losses/1099-G
  • Social Security/Unemployment Income
  • Sales of stocks or bonds
  • Educational expenses
  • Self-employed business income and expenses
  • Child care expenses and provider information

Questions? Contact us here


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