REQUIRED DOCUMENTS FOR W-2 EMPLOYEES

  • SIGNED APPLICATION

  • COLOR COPY OF DRIVER'S LICENSE FRONT & BACK

  • SELFIE HOLDING DRIVER'S LICENSE

  • COLOR COPY OF SIGNED SSC FRONT AND BACK

  • 2020 W-2

  • 2 MOST RECENT PAY STUBS

  • 3 MONTHS MOST RECENT BANK STATEMENTS

  • UTILITY BILL WITH CURRENT RESIDENTIAL ADRESS

  • VOIDED CHECK OR DIRECT DEPOSIT LETTER​

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Image by Leon Dewiwje

REQUIRED DOCUMENTS 1099 SELF EMPLOYED

  • SIGNED CLIENT AGREEMENT

  • COLOR COPY OF DRIVER'S LICENSE FRONT & BACK

  • COLOR COPY OF SSC FRONT & BACK

  • 2 YEARS OF 1040 RETURNS, SCHEDULE C OR SCHEDULE E AND 4506-T

  • RECENT UTILILITY BILL (gas, electric, water, cable, telephone or credit card statement)

  • 3 MONTHS MOST RECENT PERSONAL BANK ACCOUNT STATEMENTS

  • VOIDED CHECK OR DIRECT DEPOSIT LETTER FROM PERSONAL BANK ACCOUNT