We Make It Easy To File Your Return
Please gather all (or at least 80%) of your documents and complete both steps below on the same day.
Step 1. Fill out our basic information sheet and submit.
Step 2. Upload your documents – Send us you year end tax forms(Please just send documents. No folders. No Zip Files)
- New clients – please include a copy of your previous year’s return.
- A tax professional will review your documents and quote you for work.
- Once the quote is approved, normal turn around time is 1 week or less.
If you would like an initial interview before starting, you can schedule one here.
List of Common Documents:
- A copy of last year’s tax return (unless prepared by us)
- W2’s
- 1099s
- 1098s (education costs)
- Student loan interest
- Moving Expenses (for work over 50 miles)
- 1099G’s
- 1099R’s
- Year-end statements from investment accounts
- Profit & Loss (income & expense summary) for any self-employment income
- Any other relevant tax documents you think may change your tax liability.
If you itemize:
- 1098s (mortgage interest)
- Property tax payments
- Closing statement from home if purchased, sold last year, or refinanced.
- Medical Expenses (if you believe they may exceed 7.5% of your adjusted gross income)
- DMV registration fees (VLF)
- Charitable contributions (cash and non-cash)
- Casualty & Theft Losses (not covered by insurance, must exceed 10% of adjusted gross income)