Send your documents
It starts with a free consultation.
We begin with a conversation — by phone, text or email, whichever suits you — about what happened during the year. Employment, self-employment, a business, a move, a new dependent, a letter from the IRS: all of it matters, and all of it is easier to handle when it is on the table from the start.
Then you send your documents. How you send them is up to you, and if you are not sure what is needed you will be given a written list rather than left to guess.
Typically needed
- Photo ID and Social Security numbers for you and your dependents
- Last year’s return, if you have it
- Income documents — W-2s, 1099s, K-1s
- Records of expenses you want to claim
- Mortgage interest and property tax statements
- Tuition, student loan and childcare statements
- Anything that changed during the year

