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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.