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NEW CLIENTS: GETTING STARTED

We would be needing the following information in order to provide the best possible tax return that is tailored only for you!

1. Last year's 1040 forms (This is for comparison purposes only)

2. Any changes that are were made after the prior year (addresses, dependents, occupations, etc)

3. Tax Documents, Information Needed & Deductions

  • W2 (Employee Tax Form)
  • 1099-Misc (Independent Contractor Tax Form)
  • 1098-T (Student Tuition Statement)
  • 1098-E (Student Loans)
  • 1099-Int/1099-Div (Bank Interest)
  • 1099-B (Proceeds from Stocks)
  • Any School Expenses (Books, Computers, Transportation,etc)
  • Date of Birth (Taxpayer, Spouse & Dependents)
  • Social Security Numbers (Taxpaper, Spouse & Dependents)
  • Child Care Expenses (Only for dependents under 13 Years)
  • Direct Deposit Information (Routing # & Acc #)
  • Charities & Donations
  • Any Quarterly Estimated Taxes (Federal or State)
  • Any State Taxes Paid (Property & School Taxes)
  • Business Income & Expenses (Schedule C)
  • Rental Income & Expenses (Schedule E)
  • Any other expenses & documentations that you think might be deductable

4. Complete Questionnaire

5. Submit all documents via Client Upload