Tax Return Prep
Tax Return Prep
How to Prepare Your Documents
Ready for us to prepare your tax return? Follow these steps to prep your documents.
Step 1
Gather all information needed to prepare your tax return.
**Please note the accuracy of the information you provide is extremely important! The IRS can choose to verify your information at any time. We’ve put together a comprehensive checklist of items we need and where you can find them. Ask yourself if any of these items apply to you!
Download the “checklist worksheet”
This pdf printable worksheet will walk you through all the documents need to complete your tax return. This is a comprehensive list, pick and choose what options are needed for your unique situation. (Click here to view or download this worksheet.)
Have questions about what documents you need?
Our team has created this helpful blog with information regarding each item listed on our “checklist worksheet” as well as where you can find each of the elements. (Click here to view the ‘Tax Season How-to: What to Provide’ blog.)
Step 2
Download & Complete Yearly Tax Preparation Forms.
Now that you’ve determined what information and documents are needed, the last step is to complete the yearly tax preparation forms which include the engagement letter contract and questionnaire.
Does your retirement plan include tax-saving strategies?
Learn how we help you develop a comprehensive, long-term financial plan that implements a customized tax-saving strategy that fits your unique situation.
How to Submit Your Prepared Documents
Documents prepped? 3 options to send them securely to our team.
Do NOT Email Financial Information
Online Client Portal
Office Drop Off
Secure Lockbox
Interested in a consultation?
Looking to discuss your situation in more depth with one of our tax professionals? Olivia, our Communications Specialist, will walk you through the process.
More Helpful Quick Links
All Tax Season Forms
Donated Goods Calculator
Tax Pricing
What's included with your tax return?
How-to Videos
Click here to find helpful tools, tips, and resources in our video library.
See All Tax FAQs
Helpful Links
Additional Tax Services
Instead of taking a one-size-fits-all approach, we start by getting to know you. Then we connect you with the right people and services to help you move forward with confidence. Click below to learn more.
LEARN MORE
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