top of page

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

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


  • A photo ID for yourself and/or spouse

  • Social Security Cards for all family members

  • All of your W-2 forms, 1099 forms, etc.

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

  • Bank account and routing number for Direct Deposit

  • Tuition fees & expenses (Form 1098-T)

  • Total paid to daycare provider and their address, phone, and EIN numbers

  • ITIN numbers (If applicable)


More questions? Try these links, or visit for help:


bottom of page