WHAT YOU'LL NEED TO GET STARTED
WHAT YOU'LL NEED TO GET STARTED
Don't have every tax document? Don't let that stop you from getting started. Begin with the information you have, and we'll help identify what else may be needed.
Items:
- Photo identification
- Social Security numbers or tax identification information
- W-2s, 1099s, and other income documents you have
- Prior tax returns, if available
- Business or self-employment income and expense information, if applicable
- Tax notices or letters you've received, if applicable
- Information about major life changes that may affect your taxes
Missing documents? We can discuss what may be needed before your return is prepared.
HOW GETTING CAUGHT UP WORKS
1 — TELL US WHAT'S MISSING
1 — TELL US WHAT'S MISSING
1 — TELL US WHAT'S MISSING
Start by letting us know which tax years may need to be filed. If you're unsure, that's okay—we'll help determine the next steps.
2 — GATHER & PREPARE
1 — TELL US WHAT'S MISSING
1 — TELL US WHAT'S MISSING
We'll identify the information and documents needed and prepare the required prior-year tax returns.
3 — MOVE FORWARD
1 — TELL US WHAT'S MISSING
3 — MOVE FORWARD
Once you're caught up, we'll help you understand what comes next and discuss options for staying prepared going forward.
