Getting Started
To get started, we’ll need some basic information. Please send a copy of the following documents:
1. Last year’s tax return. (If you filed.)
2. All statements such as W-2’s, 1099, or K1’s from employers, banks, estates, pensions, IRA plans, etc.
3. A voided check (This provides routing and account numbers for direct deposit of refunds.)
4. Any mortgage interest (1098 forms), real estate taxes, tuition paid, and medical expenses.
Other information may be requested based on your needs. We will let you know what, if any, additional documents will be needed.
Please include your name and telephone number if sending documents for the first time. Documents can be send by fax or mail. Please do not send original documents by mail.