Use the links and forms below to upload your tax information for our experts. You can also fill out some general information to see if we’re a fit.
Use this link to access the guest exchange or your personal secure file server.
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What you need to file your taxes:
Personal Information
- Social Security numbers
- Full names and date of births
- Identity protection PIN (if issued by IRS)
- Where you want to receive your return (if you have one)
If you have a dependent
- Social Security numbers
- Full names and date of births
- Any earned income by the dependents
- Form 8232 if custodial parent is releasing the right to claim their child to you
Sources of Income
- W2s
- 1099s (potentially 1099-MISC and/or 1099-NEC) or investment income (1099-INT, 1099-OID, 1099-DIV, 1099-B, 1099-S)
- K-1s
- Records of expenses (if self-employed)
- Records of depreciable assets
- Home office details
- Any estimated tax payments (1040-ES)
- Records of rental income and expenses (including cost, date placed in service, etc. for depreciation)
- Pension, Annuity or IRA income (1099-R)
- Social Security Income (SSA-1099)
- HSA Income (1099-SA or 1099-LTC)
- Cryptocurrency transaction details
- Personal income (1099-K) or other income such as jury duty, hobbies, prizes, trusts, royalties, or state-tax refunds
Deductions
- Mortgage interest 1098
- Real estate and personal property taxes paid
- Energy-saving improvements
- Charitable donations (either gifts, non-cash, or miles)
- Medical expenses (if you think they exceed 7.5% of your AGI) including insurance, doctors, healthcare, dentists and hospitals
- Childcare expenses such as fees paid for daycare if preschool or younger, baby-sitter if under 13 and both work, or dependent care FSA
- Edcuational deductions on student loan interest, 1098-E, 1098-T, itemized qualified education expenses, or scholarships or fellowships
- Teacher expenses if you paid out of pocket and were not reimbursed
- State and local sales taxes
- Vehicle taxes
- HSA and IRA contributions – form 5498
- If you live in an area effected by a disaster