Tax document upload, Organizer, and Engagement letter
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.
W-2 forms: These forms show the wages earned and taxes withheld by your employer(s) throughout the year.
1099 forms: These forms report income received from various sources, such as freelance work, rental income, or investment earnings.
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.