Our Process
How We Prepare Your Taxes
A straightforward, stress-free process from start to finish.
01
Create Your Portal Account
Sign up for secure access. We'll send you an email to get started with your personalized portal.
02
Upload Your Documents
Securely upload your W-2s, 1099s, and other tax documents. Our checklist guides you through what's needed.
03
We Prepare & Review
Our team prepares your return, maximizes deductions, and reviews for accuracy.
04
E-File & Year-Round Support
We e-file your return, provide copies, and offer support throughout the year.
Document Checklist
What to Upload
Income Documents
- W-2 forms (all employers)
- 1099-NEC / 1099-MISC (freelance/contractor income)
- 1099-INT / 1099-DIV (interest/dividends)
- 1099-B (investment sales)
- 1099-R (retirement distributions)
- 1099-G (unemployment, state refund)
- K-1 forms (partnerships, S-Corps, trusts)
Deduction Documents
- Mortgage interest (Form 1098)
- Property tax statements
- Charitable donation receipts
- Medical expense records
- Student loan interest (Form 1098-E)
- State/local tax payments
Business/Self-Employed
- Business income and expenses summary
- Vehicle mileage log
- Home office measurements
- Equipment purchase receipts
- Professional service fees
- Business insurance payments
Other Important Items
- Prior year tax return
- Valid photo ID (driver's license)
- Social Security cards (all dependents)
- Bank account info for direct deposit
- Health insurance forms (1095-A/B/C)
- Childcare provider info (name, address, EIN)
Security First
Never email sensitive documents like Social Security numbers or full tax returns. Always use our secure client portal to upload documents. Your information is encrypted and protected.
FAQ