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 Tax Documents

Tax document upload, Organizer, and Engagement letter

  1.  Tax returns: These documents summarize your income, deductions, credits, and tax liability for a specific tax year. They are usually filed annually with the tax authority.

  2.  W-2 forms: These forms show the wages earned and taxes withheld by your employer(s) throughout the year.

  3. 1099 forms: These forms report income received from various sources, such as freelance work, rental income, or investment earnings.

  4.  Other financial documents: This may include statements from bank accounts, brokerage accounts, mortgage statements, property tax records, student loan interest statements, and any other relevant financial information needed for tax preparation.

Upload all your tax documents with our secure portal.

Please fill out and submit to us via tax document upload.

Please fill out and submit to us via tax document upload.

Tax Forms: Client Resources
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