Tax documents for this year. This includes W2s, 1099s, etc. If you have organized your items into written notes, that is fine. We don't need to see every receipt and slip of paper but we do need to see copies of any documents reported to or from the government. If you are a new client, it is always best to send last year's tax return.
If you have an idea of which tax forms you will need, you can get an idea of what it will cost.
A quick review will help you know which form is best for your own situation.
You can send us documents through our encrypted email or through secure fax at (717) 721-1857.
We also accept files through Dropbox.
Sending us your documents means that you are hiring us to prepare your personal income taxes and you are agreeing to be charged our fees. For all of our terms and conditions, please click below.