Our forms The following is a checklist of items that most taxpayer will need when filing tax returns: General Information for yourself and dependents Name Address Social Security Number, ITIN Date of Birth Bank account and Routing number ID’s Income Documents W-2’s from all employers1099’s from all other income Business Owners Corporate documentsTax IDBusiness Income and Expenses Client Datasheet (English) Client Datasheet (Spanish) Business Datasheet Registered Agent Upload Documents Let us be part of your growth. Any doubts? Contact us 1-844-287-4700