REQUIRED DOCUMENTS FOR W-2 EMPLOYEES

Signed client contract

Color copy of driver’s license (front and back)

“Selfie” holding driver’s license

Color copy of signed social security card (front and back)

Most recent W-2

Two most recent pay stubs

Three month’s most recent bank statements

Recent Utility bill with current residential address

Voided check or direct deposit letter

REQUIRED DOCUMENTS FOR SELF EMPLOYED APPLICANTS (1099)

Signed client contract

Color copy of driver’s license (front and back)

“Selfie” holding driver’s license

Color copy of signed social security card (front and back)

Two years of 1040 returns, schedule C or schedule E and 4506-T

Three month’s most recent personal bank account statements

Recent utility bill (gas, electric, water, cable, telephone, or credit card statement)

Voided check or direct deposit letter from personal bank account