Tax Preparation

Tax Preparation

Effective tax preparation and planning can help you to minimize your future tax liability. We can help you proactively manage both your personal and your business tax issues, including understanding how upcoming business opportunities impact your tax status and vice versa. Not all tax planning opportunities are readily apparent. By having us on your team, you are more likely to benefit from those opportunities. We understand how the latest federal, state and local tax legislation and other developments affect you and your business and we are constantly identifying new ways to reduce federal, state or local tax liabilities.

STEP 1: Secure Upload Link

***IMPORTANT:  please request an upload link to submit your documents…

Here’s what you need to upload…

  • Driver’s License or State ID
  • Social Security Card (if available – not mandatory for existing clients)
  • IF CLAIMING Head of Household, please upload a copy of Lease, Mortgage or A Utility Bill
  • If we did not prepare your return last year, please upload your previous return if available.
  • Proof of Daycare
  • Child Tax Credit Lette
  • Please upload your Stimulus Letter, or a screenshot from the Stimulus Payment portal of the payments, or log into IRS.Gov and get the 2021 ACCOUNT Transcript, or any other proof showing total amount of payments received or are missing
  • Health Care 1095-A, B or C
  • 1098-T
  • Income Files (W-2, 1099-NEC, 1099-MISC, Etc.) 
  • Upload Supporting Interest/Taxes Documents
  • If you have a business or rental property, please attach an income/loss statement and supporting documents.
  • If you borrowed money and the debt is canceled or forgiven, please include Form 1099-A and/or 1099-C.
  • Mortgage Statement
  • Business Expenses
  • All other forms you have to file your tax return

STEP 2: Tax Preparation Form

You must log into the form, using a “Gmail” address to establish a secure connection to the portal