RETURNING CLIENTS
Welcome aboard & prepare for a smooth tax prep.
You may upload your documents and files at the bottom of the form. Each upload link accepts
one file at a time. If you need additional upload links, please start a new client page with your name at the top and use the links again.
This is a
secure portal, making it one of the safest ways to send your documents, along with traditional mail. While we do not recommend sending PDFs via email or photos via text message, we can accept those formats if you choose.
For any photos submitted,
please use an all-white background. Refer to the checklist below for additional required items.
CHECKLIST – DOCUMENTS YOU MAY HAVE
INCOME
- W2 1099 NEC (Business)
- 1099 MISC (Rent)
- 1099 K (3rd Party)
STATE
- 1099 G (State Refund Last Year, Unemployment, Family Leave)
INVESTMENTS
- 1099 INT (Banks)
- 1099 DIV (Stocks)
- 1099 B (Brokerage Sales)
- 1099 DA (Digital Asset Sales)
RETIREMENT
- 1099 R (Pensions, IRA , Roth, 401k )
- SSA - 1099 (Social Security)
HOUSE
- 1098 (Mortgage Interest & Taxes)
- Energy Improvements (Cost)
- 1099 S (sale of )
EDUCATION
- 1098 T (Tuition, What year of study)
- 1098 E (Student Loan Interest)
NJ RESIDENTS
- Rent Payment
- Dec 16 Paycheck
- Medical (Out of Pocket - See Website)
PER DIEM REPORT
- Just the Residents of: AL - AR - CA - HI - MN - NY - PA
CHARITY
- Checks to Church & Non Profits Goods Donated (Send Receipts if over $500)
ITEMIZED DEDUCTIONS
- Other Misc. Deductions (See Website)
FILLABLE FORMS WORKSHEETS
CAR REGISTRATION FEE
- Only if you live in these States: AL - AZ - CA - CO - GA - IN - IA - KY - LA - MI - MN - MS - MO - MT - NE - NV - NH - SC - WA
RENT PAID
- NJ, CA, IN, MA, MI, MN, WI Residents Rent Paid
NJ Residents -
See MEDICAL page
- fill in and hit send - helps increase refund.
DEADLINES
- Federal 4/15
- Extensions 10/15
- Season Ends 11/15
FILL IN AND SUBMIT ANY LIFE CHANGES HERE
New Client Form
HOW DOES THE PROCESS WORK
After completing this checklist - go to the "E-FILE" page for what happens next.
This organizing web site is unique - it will save you time completing your taxes.
No need to print the whole thing - just the pages that pertain to your situation.
Send them with your official forms - I will return everything so you have a record.
Note that some forms are “fill in” and have a “submit” button.