Tax Preparation

Complete the onboarding form below and upload your tax documents. Our team will review and prepare your return.

Authorized IRS e-file Provider

First Name *

Last Name *

Email Address *

Phone Number

Tax Year *

Filing Status *

Number of Dependents

Estimated Annual Income

Documents Received

Check all document types you are uploading so our team can verify completeness.

W-2 (Wages & Salary)

1099-NEC (Self-Employment)

1099-MISC (Miscellaneous Income)

1099-G (Unemployment / Government)

1099-INT (Interest Income)

1099-DIV (Dividends)

1098 (Mortgage Interest)

SSA-1099 (Social Security Benefits)