For personal Taxes ( For everybody in the return)

• SS or ITIN number
• Full names 
• Date of Birth
• Driver license or ID copy
• Phones and email
• Profession
• W2 and 1099s
• Identity Protection personal Number (IP PIN)
• Copy of last year return 1040
• Form 1095-A Obamacare 
• Unemployment income 1099-G
• Interest 1099-INT
• Charitable contribution records
• IRA and ROTH IRA contributions 
• For Children

                         -School records

                         -Medical records

                         -Childcare records

• If you will receive refund:

                          -Type of account (Check or Saving)

                          -Bank Account Number

                          -Bank Account Router 

• Form 1098T Student Tuition Statement
• Form 1098-E Student Loans
• Students Expenses records
• Florida Prepaid 1099-Q

• IRS CP 575- G Notice - EIN Letter
• Business operating Agreement
• Copy of last year Return 1120, 1120 S or 1065
• Information about business
• Information about partners
• Information about basis
• Information about depreciable assets
• Income records
• Expenses Records
• Advance Market premiums
• Profit & lost Statement
• Balance sheet
• NOL Schedule

• Form 1099-K
• From 1099-NEC
• Form K-1
• Records of Estimate Tax Payments
• Payroll expenses
• Officers' expenses
• Insurance and Health Expenses
• Rental income and expenses
• Advertising
• Business Insurance
• Uniforms
• Tools
• Fees for Professional services
• Office expenses
• Supplies expenses
• Phone, computer and Internet expenses
• Transportation and travel expenses
• Automobile information
• Automobile expenses
• Gas, parking and tolls
• Business mileage

• Social security Income SSA-1099
• IRA distribution form 1099-R 
• IRA Contributions form 5498

• Original Passport
• Visa Information
• I-94 Information (Last 3 years of travel)
• City of Birth
• State of Birth
• Country of Birth
• Wife name and SS or ITIN number
• School records (for children)

For Aplicantes:

• Nombre
• Fecha de nacimiento
• Ciudad, Provincia y país donde Nació 
• Licencia de conducir
• Pasaporte
• Partida de nacimiento traducida al ingles
• Permiso de trabajo o Residencia 
• Cuenta de USCIS si la tiene
• Alien Number
• I-94 (Informacion de viaje de los ultimos 5 años)
• Dirección actual y de los 5 años anteriores (Fechas)
• Trabajo actual y de los 5 años anteriores

                           -Fechas

                           -Dirección 

                           -Positión

• Telefono
• Email
• Información de conyuque e hijos
• Informacion de padres

                            -Nombre

                            -Drirección

                            -Ciudad y país donde nacieron

• Si la peticion es por matrimonio

                          -Acta de matrimonio (traducida al ingles)

                          -Acta de divorcios anteriores (traducida al ingles)

                          -Fotos de la boda

                          -Fotos de pareja

                          -Bills, Assets y seguros.

• Photo 2" x2"

For Sponsor:

• Carta de Banco
• Carta de Trabajo
• Lista y valor de bienes
• W2
• Income Tax return de los ultiom 3 años
• Carta indicando ¿Como va a mantener al beneficiario?
• Fotocopia de Residencia o ciudadanía

• IRA contributions 5498
• Interest 1099-Int
• Dividends 1099-Div
• Self-Employment 1099-NEC
• Schedules K-1
• Record on Stocks and Investments

• Information about business
• Information about partners
• Titles of Officers
• SunBiz Information (If exist)
• IRS information (If exist)

• Information about business
• SunBiz Information (If exist)

• Applicant Information
• Applicant Driving License
• Information about corporation
• Applicant must attest a minimum 10 percent ownership
• Applicant must be an officer of the corporation
• SunBiz Information (If exist)