Get Yourself Organized

To prepare your tax return, documents are essential.
Download the Master Organizer with Templates (zip)

Bring or Upload the following:

• Last Year's Tax Return (New Clients Only)
• Photo ID
• Bank Account Routing and Account Number for Direct Deposit of Refund
• W2 forms from your Employer (one for each job)
• 1099-INT from your Bank (if you had interest income)
• 1099-G Unemployment Income Statement  (if any)
• 1099-B and 1099-DIV (if you had investment income)
• 1099-SSA Retirement Income Statement (if any)
• 1099-MISC for Contractors and Self-Employed
• 1099-SA from your Health Savings Account (if any)
  
• Business Records for Self-Employed Individuals (please download the organizer)
  
• IRA Contributions (Roth IRA, Traditional IRA, SEP IRA, Solo 401K, etc)

• 1098-T Tuition statement from your school
• Receipts for student book purchases
• 1098-E Student Loan Interest Statement (if you made payments on student loans)
• 1095-A, 1095-B, or 1095-C Health Insurance Statement
• 1098 Mortgage Interest Statement from your Lender
• Closing HUD-1 Statement (if you bought or sold home or real estate)
• Charitable Donation Records/Receipts
• Child Care Expenses (including Tax ID of provider)
• 1099-R Statement (if you withdrew from a retirement account)

Convenience Options

• Mobile Office at Your Favorite Urban *Spot*
• In-Person and Remote Appointments Available
• Secure Document Upload and Transfer
• E-File and E-Signature
• Pay with Cash, Check, Credit Card, and Convertible Currency

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