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EDP Professional Services
When we help people, and they in turn are ABLE to help others, WE can change the world TOGETHER!
CHECKLIST
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W-2 (2)
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Sch C, and any other tax documents received (if applicable)
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1098 (if applicable)
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1099 (S) (if applicable)
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Any forms/tax documents received
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Photo ID(s)
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Account and Routing # for Checking Account (if applicable to receive a refund)
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Please bring a copy of previous 2 years Tax Returns if a new client
~WE WILL BE SENDING YOU COPY OF YOUR TAX RETURN FOR YOUR APPROVAL BEFORE E-FILNG AS WELL AS WE WILL BE ATTACHING A 8879 AND 8453 FORM TO FILL OUT AND SIGN AND SEND BACK TO US, AS WE WILL NEED THESE SIGNED TO E-FILE YOUR TAXES
IRS FORMS & LETTERS
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