What To Expect and Necessary Documents

To get started, you will need to  complete our client intake form. A secured account will be created for you. This account will be used to upload your documents, view and sign your return. You will also be able to chat with us if you have any questions.

For your convenience, we also offer virtual consultations. 

Turnaround time is based on the completion and return of all necessary documents to complete the return. For simple returns, the turnaround time is 24 – 48 hours, based on current volume. Complex returns will take 3- 5 business days. 

Necessary Documents to Complete Your Tax Return

To ensure your tax return is completed accurately and efficiently, please gather the following documents before your appointment. These documents will help us maximize your deductions and ensure a smooth filing process.

Personal Identification:

  • Driver’s Licenses or State IDs for both taxpayer and spouse

  • Social Security Numbers and Dates of Birth for all dependents

Income Documents:

  • Wage Statements (W-2s, 1099-MISCs, etc.)

  • Social Security Income Statements (SSA-1099)

  • Unemployment Income Statements (1099-G)

  • Self-Employment Business Income and Expenses (categorized totals required)

  • Pension and Retirement Income (1099-R)

  • Alimony Paid or Received (include documentation)

  • Interest and Dividend Income (1099-INT, 1099-DIV)

  • Sale of Stocks or Bonds (summarize sales and costs)

  • Lottery or Gambling Winnings & Losses (W-2G)

  • State Refund Statements (1099-G)

Rental Property Income and Expenses:

  • Income and categorized expenses from rental properties

Medical Expenses:

  • Medical and Dental Expenses (totaled)

  • Medical Insurance (not deducted from W-2s)

  • Long-Term Care Insurance

  • Medical Mileage (document mileage traveled for medical purposes)

Property and Home Expenses:

  • Real Estate and Personal Property Taxes Paid

  • Mortgage and Home Equity Loan Interest Paid

Charitable Contributions:

  • Cash Donations (totaled)

  • Non-Cash Donations (totaled separately, include receipts if available)

Employment-Related Expenses:

  • Unreimbursed Employment-Related Expenses (totaled)

Education and Child Care Expenses:

  • Educational Expenses (Form 1098-T)

  • Child Care Expenses & Provider Information (name, address, and EIN or Social Security Number)

Prior Year Tax Information:

  • Last Year’s Tax Return (if prepared elsewhere)

Please have these documents ready before your tax preparation appointment to ensure a fast and accurate filing process. If you have any questions about what you need, feel free to reach out to us

Scroll to Top