Your time is valuable, so we have compiled a list of documents to bring when you visit your Listo office, making for a much more pleasing experience. Use this easy to follow checklist to get yourself fully prepared to meet with your Listo Tax Professional:
We only need totals, no receipts – Unless you would like to have Listo add them up for you at an additional charge.
ITIN’s are a type of SSN for people that cannot receive a SSN for a variety of reasons. The following is what we need if you are going to apply for an ITIN for a dependent or someone else that does not qualify for a Social Security Number.