Required Documents

Upload Your Tax Documents

Gather these common files before uploading to ensure a seamless preparation process:

✓ Government-issued photo ID

✓ Social Security cards (if applicable)

Safely transmit your tax files directly to our preparation team. Our encrypted portal ensures your personal information remains fully protected throughout the filing process.

✓ Prior-year tax return (recommended for new clients)

✓ All tax documents to be filed (W-2s, 1099s, SSA-1099s, 1098s, K-1s, etc.)

✓ Childcare provider information (name, address, EIN/SSN, and amount paid, if applicable)

Security Notice: To protect your identity, never email sensitive tax documents. Always upload files through this secure, encrypted portal.