Drop-N-Go
We offer the most convenience options to help you
STEP 1:
Confirm you have provided the required documents below for yourself and your dependents if any.
STEP 3:
Leave your documents with a tax professional and you will receive a phone call within 24hrs.
STEP 2:
Complete a Client Information Sheet and select your refund disbursement option.
STEP 4:
If you are satisfied with the refund amount you can opt for e-signature or return to the office to sign your paperwork.
IDENTIFICATION DOCUMENTS
| Your Identification Documents | Spouse’s Identification Documents (if applicable) | ||
| • State Identification Card/Passport or Government Issued ID • Social Security Card | • State Identification Card/Passport or Government Issued ID • Social Security Card | ||
| Dependent Verification Documents (Provide AT LEAST TWO of the following) | |||
| 1 identification documents & 1 proof of residency document | Support Letters options if you d• not have tw• documents from left column: | ||
| • Social Security Card • Birth Certificate • School Record with address • Medical or immunization Record | • Adoption/Placement documents • Court Records for dependent • Lease with dependent’s name listed • Signed Affidavit | • Letter from care provider (not related) • Letter from doctor, nurse or clinic • Letter from social service agency • Letter from your employer | • Letter from your landlord • Letter from your church • Letter from shelter • Letter from child’s school |
| Disabled Dependent Documents (In addition t• the tw• documents above) | |||
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| • Social Security Disability Letter • Letter from medical provider • Letter from social agency | ||||
| Your Wage Documents | Spouse’s Identification Documents (if applicable) | ||
| • Forms W2 • Form 1099 • 401k/IRA/Retirement Loan distributions or withdrawals • Social Security Benefits Received • Disability Benefits received • Other income received (Stocks, Bonds, etc) | • Forms W2 • Form 1099 • 401k/IRA/Retirement distributions or withdrawals • Social Security Benefits Received • Disability Benefits received • Other income received | ||
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| Other Deduction Documents (if applicable) | |||
| • Mortgage Interest Statement (Form 1098) • Real estate and property tax records (Tax Appraisal Records) • Education Expense Statement for College (Form 1098-T) • Student Loan Interest Statement (Form 1098-E) • Health Savings Account (HSA) statement (Form 5498 or 1099-SA) | • IRA Contribution Statement (Form 5498) • Charitable Contributions (tithes, donations t• non-profits) • Medical Expenses • Child or Adult Day Care Expenses | ||