Worried about mailing or emailing your important documents or can't drop them off to the office! Feel secure knowing that your important and sensitive documents, are sent through an encrypted server use one of the two following link.
Below are some of the tax documents you might receive and bring with you to your appointment or upload them to us with the link above.
Wages - Form W-2
Interest & Dividends - Form 1099-INT & 1099-DIV
Sales of Stocks, Securities, Capital Assets - Form 1099-B
Miscellaneous Income -Form 1099-MISC & 1099-NEC
Retirement/Pension Distributions - Form 1099-R
Pass-through income (LLC's, S Corp, Partnership, Trust, Estate) - Schedule K-1
Unemployment Compansation - Form 1099-G
Social Security Income - Form SSA-1099
Student Loan Interesst - Form 1098-E
Tuition - Form 1098-T
Health Savings Accounting (HSA or MSA) Form - 1099-SA & 5498-SA