Clients need to provide the following:


Client Data Form

FBAR Details or FBAR Certificate (any one)

Engagement Letter

PFIC (if applicable)

Copy of prior year tax return (new clients only)

Income Documents:

W-2 (all pages)

1099 (all types)

Business Income & Expense details (P&L)

Brokerage (Capital gain)

Rental income

Unemployment compensation

Social Security Benefits

All other income with backup document(s)

Deduction Documents: HSA contributions – 1099-SSA and 5498-SA

IRA Contribution – 5498

Student Loan Interest – 1098-E


Other documents:

Mortgage Statement – 1098

Real Estate Tax statement

Donation with receipts

Dependent care expense with receipt

Education expense – 1098-T

IDs – Driver’s licence or State ID

Mileage Log (if claiming mileage)


Photo, Visa (with date of Entry Stamp) and address pages for each

individual who needs ITIN

I 797A  – if the Visa on the passport has expired


For CA, IN, MA, MD, ME, NJ, WI Residents

Details of rent paid with address and dates lived (AGI limitations may apply)

CA residents: provide Vehicle License fee amount

WI residents: Rent Certificate/Property Tax Bill

Clients can download the following:


2021 FBAR

2021 FBAR Certificate

2021 Letter of Engagement – 1040