Please be Prepared! You're going to need a few things...

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Please be sure to have the following scanned and uploaded to your client portal:

 

• Photo ID for yourself and spouse (if applicable) (Can be either drivers license, ID card or passport)

• Social Security Cards (or ITIN letters) for all family members

• All of your tax forms, including but not limited to W-2 forms, 1099 forms, mortage interest, etc

• Covered California medical insurance form (if applicable) 1095A.

• IPPIN from the IRS if you have one (We suggest everyone have one)

• Bank account and routing number for Direct Deposit or Debit

• Address, phone number, and EIN of your daycare provider, along with amount paid per child

• Copy of prior-year tax return (if you're new to us)

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