Book your free virtual consultation so we can learn about your needs, answer questions, and get your return started on the right foot.

This quick form provides us with important background information so we can fully prepare for your appointment.

Please collect and upload the following documents (as applicable):

​

• Valid photo ID (Driver’s License or State ID)

• Social Security cards (for you, spouse, and dependents)

• W-2s from all employers

• 1099s (freelance income, unemployment, retirement, dividends, etc.)

• 1098s (mortgage interest, tuition statements)

• Prior-year tax return (if not previously filed with us)

• Income and expense summary for self-employment or small business

• Childcare expenses (including provider’s EIN or SSN)

• Health insurance form (1095-A, if applicable)

• Bank account details for direct deposit

Once gathered, upload your documents to our encrypted Client Portal.

We’ll meet via video to review your documents, ask clarifying questions, and walk you through the next steps.

After your return is prepared, you’ll receive a copy to review. Once you approve it, we’ll e-file your return securely on your behalf.