Client resource
What to bring
Missing something? Come anyway — we will tell you exactly what is left and you can upload it to the portal later. Filing virtually? Photos from your phone are fine.
+Photo ID for you and your spouse
+Social Security or ITIN numbers for everyone on the return
+All W-2s for the year
+1099s — NEC, K, INT, DIV, R
+Last year's tax return, if you have it
+Childcare provider name, address and EIN
+Tuition statements (1098-T) and student loan interest
+Mortgage interest, property tax and charitable receipts
+Business income and expense records
+Bank routing and account number for direct deposit
Self-employed or small business? Bring whatever records you keep — spreadsheets, bank statements, mileage logs. We work from what you have.
Next step
Documents ready? Let's file.
Book a time at the office, or start your return from anywhere — the free estimate comes first either way.