What we need from you to prepare your tax returns timely:
- Upload documents through the secure portal to avoid delays
- Early submission helps ensure timely filing and reduces the risk of extensions or penalties
- Return your signed engagement letter as soon as possible
- Submit all tax documents promptly (W-2s, 1099s, K-1s, brokerage statements, etc.)
- Provide prior-year tax returns, if not already on file
- Notify us immediately of any changes in address, filing status, or dependents
- Respond quickly to any follow-up questions or requests for additional information
- Complete and sign all required e-file authorization forms (Form 8879 or equivalent) once you receive copies of your tax returns and have reviewed them.
- Call with any questions, we are here to help you!