Create an account and upload your documents to our secure portal and we will get started on your return immediately!

 

Be sure to include the following information:

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• All tax notices you receive from the IRS or state agencies.

• Driver's License, government issued ID Card, Social Security cards (yourself, spouse, and dependents)

• Income statements (W2's, 1099's, 1099-INT interest statement)

• 1099-R's (retirement accounts: 401k distribution, IRA's, etc.)

• Unemployment statement, Social Security benefits statement

• Mortgage Interest, Property Tax Statement, Car Tag Receipts

• Charitable Contribution Statement

• Medical Expenses

• 1098-T (Education Tuition)

• Receipts that would allow you to itemize

• Daycare Provider Statement (EIN/SSN must be shown on the provided statement)

• Anything else that appears to be tax-related - bring it in and our staff will determine if it applies to your tax return