When completing the form, please be sure to double check that you have spelled your NAME & EMAIL correctly and are using ONLY the email address we have on file. This is VERY important so that your information loads properly into your account in our system. Using a new email will result in errors and delays.
Please upload ALL Tax Documents below, including:
W2s
1099s
1099-B
1099-DIV
1099-G
1098-T
New Drivers License/ID cards
New Dependent Information
Childcare Documents
Any OTHER Miscellaneous Forms Relevant to Tax Filing
We will confirm all documents with you before completing your return.