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Resources

Required Tax Documents

Personal Documentation

You and your dependents' personal information:

  • Address

  • Phone Number

  • Copies of Driver's License/State ID (if dependents are underage, please provide DOB instead)

  • Copies of Social Security Card

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Any income/tax documents

  • W2s, 1099-NEC/G/INT/DIV/R etc.

  • 1098s for mortgage interest/1098-Ts for college tuition

  • 1095-A If you had 2022 insurance through the Healthcare Marketplace (healthcare.gov)

  • Any additional documents you think might be relevant

Business Documentation

General company information

  • Business Name

  • Types of Business

  • Business Address (if different from personal)

  •  Business Phone

  • EIN/TIN

  • Date company started

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Any business income/tax documents

  • Form K1 (if corporate taxes was filed)

  • 2022 business expenses or monthly bank statements

  • Start-up costs/Initial investment

  • Fixed costs (rent, phones, insurance, etc.)

  • Assets (furniture, equipment, fixtures, vehicles purchased for the business, electronics, etc.)

  • Additional expenses not purchased with business bank account (things that are not listed in your bank statements)

  • Any additional documents you think might be relevant

Customer Data Form

Give us the basic data about you and your family that we'll need to file your taxes

2023 Tax Questionnaire

Help us understand your tax situation so we can ensure we're filing all of the proper forms and schedules

Business Expense Form

Use this form to itemize your business expenses and give us a clear pictures of your operational costs

Nail Technician Expense Form

For nail techs: Use this form to itemize your business expenses and give us a clear pictures of your operational costs

Trucking Expense & Revenue Form

For truck drivers: Use this form to itemize your business expenses and give us a clear pictures of your operational costs

Useful Tax Prep Forms

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