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Get Yourself Organized

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

Upload the following:
  • Last Year's Tax Return (New Clients Only)
  • Photo ID (New Clients Only)
  • Bank Account Routing and Account Number (for Direct Deposit and Direct Debit)
  • 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

  • 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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