To Claim EITC, EIC, CTC and ODC

Dependents 19 years or younger, 23 or younger if full time students, all other dependents.
  • Birth Certificate
  • Social Security Card
  • Updated Doctor / School Letter and
  • Or Court Document Indicating The Child Lives With You

To Claim Child Care

Child 13 or younger (older if totally disabled)
  • Name, Address and Social Security, Tax ID
  • Or ITIN Number of Care Provider
  • Amount paid and Proof of Payment

To Claim School Credit AOTC

  • Form 1098-T
  • Or 1098-E Provided By The Institution, If Not Mailed To You Can Be Obtained Online

To Claim A Mortgage

  • Form 1098-M Provided by the bank stating real estate taxes, points and mortage interest paid
  • if not mailed to you can be obtained online or by phone.

Self Employed

  • Form 1099-MISC
  • And/or Bank statements
  • Record Books
  • Income and Expenses Receipts as proof of financial transactions

If you are self employed

(Babysitter, Landscaper, Barber, Hairdresser, Taxi Driver, Mechanic, Etc).

We strongly suggest you register your business and ger some kind of bookeeping going, it will tremendeously improve all your tax issues, financial and credit records. We offer all kinds of services related to business.

Ask us how we can help you in that matter.