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Documents Required

Tax Documents:

Income Statements (W2 Forms)
Interest Statements (1099-INT)
Divident Statements (1099-DIV)
Taxable refunds, credits (1099-G)

Copies of Schedule K1 for Partnerships and S-Corporations
Self Employed business Income (1099-Misc/1099-NEC)
Brokerage Transactions (1099-B and relevant documents)

Supporting Documents for the following items

Educator classroom expenses
Employee business expenses
Contributions to a Health Savings Account
Expenses related to work relocation
Alimony
Student loan interest
Tuition and fees for higher education
Expenses related to child or dependent care
Contributions to a Retirement Savings Account
Medical and dental expenses

Real estate taxes
Other state and local taxes
Mortgage interest
Investment interest
Cash Contributions
Noncash Contributions
Unreimbursed employee expenses
Investment expenses
Gambling losses
Other payments

Every client will be granted access to our secured client portal. Please call our office for the initial account setup.
We need you to upload your documents in the client portal.
Your copy of tax return will be made available in the portal.
Existing clients can call our office and provide updates to your personal information.