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Tax Organizer

Please prepare and upload the following documentation to our client portal:

  • A copy of your Previous Tax Year tax return, if not prepared by this office
  • Form(s) W-2 (wages, etc.)
  • Form(s) 1099 (interest, dividends, etc.)
  • Schedule(s) K-1 (income/loss from partnerships, S corporations, etc.)
  • Form(s) 1098 (mortgage interest) and property tax statements
  • Brokerage statements from stock, bond or other investment transactions
  • Closing statements pertaining to real estate transactions
  • Form(s) 1099-K (Merchant Card and Third Party Network Payments)
  • A copy of your estimated tax payments
  • Form 1095 A/B/C Health insurance
  • All other supporting documents (schedules, checkbooks, etc.)
  • Any tax notices received from the IRS or other taxing authorities
If you have any trouble uploading this file you can return it to us by email, fax, mail or stop by the office.

Please complete the secure form below; answer all questions if applicable: