What To Bring or Send
FAMILY MEMBER INFORMATION
- Name
- Date of Birth
- Social Security Card
- Last Year’s Tax Return
- Valid Driver’s License
INCOME AND TAX INFORMATION
- W-2’s
- Interest (1099-INT or substitute)
- Dividend Slips (1099-DIV or substitute)
- Stock Sales (1099-B or Broker Statement)
- Self-Employment Income and Expenses
- Sale of a Personal Residence
- Rental Income and Expenses
- Sale of any Business Assets
- Gambling or Lottery Winnings (W-2G for some winnings)
- State Income Tax Refund (1099-G)
- Pension Income (1099-R)
- Estimated Taxes Paid
- Social Security or Railroad Retirement (SSA-1099 or RRB-1099)
- IRA or 401(k) Distribution (1099-R)
- Unemployment Compensation (1099-G)
- Miscellaneous Income (1099-MISC)
DEDUCTIONS/ADJUSTMENTS:
- Medical Expenses
- Real Estate or Personal Property Taxes
- Mortgage Interest
- Charitable Contributions (cash and non-cash)
- Gambling Losses
- Traditional IRA Contributions
- Higher Education Expenses
- Student Loan Interest
TAX CREDITS
- Child Care Provider/Address and Employer Identification Number (EIN) or Social Security Number (SSN)
- Form 1098T /Education Credit
- Adoption Expenses
- Retirement Savings Contributions Credit
Request Your Portal For The Current Tax Year
Get started here. Send a message to request your portal. You will receive a link to start the process.
New clients will need to schedule a virtual call to get started.
What is the Portal Process
Download portal instructions.
