What You’ll Need
Upload what you have — we’ll follow up if anything is missing.
• Photo ID
• W-2s and/or 1099s
• Prior year tax return (if available)
• IRS letters (if any)
All documents are uploaded through a secure, encrypted client portal.
• Photo ID
• W-2s and/or 1099s
• Prior year tax return (if available)
• IRS letters (if any)
All documents are uploaded through a secure, encrypted client portal.