We need documents for Your Tax Prep Estimate

Please upload the docs below that you have readily available for your request.

7 Docs Limit per space

If this is your 1st time filing with our firm, please make sure to upload/send us your latest 1040 tax prep for a complimentary analysis and review.

If you need to send us more docs, or your docs are not available now, or you can't upload them,

you can email them to: [email protected]

or text them to our text message line at: 832-770-7458

Once we receive your docs you'll receive a confirmation e-mail.

2023 Tax Prep Docs - Income

W2's - 1099's - Rental Property - Retirement - Investment - Farm - Gambling - Foreign - Other

2023 Tax Prep Docs - Deductions/Expenses/Credits

1098's - 1099 Expenses - Donations - Energy Efficient - College/University - Traditional IRA

2023 Tax Prep Docs - Various/Multiple1

(If any ) 1095's - Health Insurance - HSA - Real Estate Taxes - Catastrophe Loss

Dependents Docs/Info - Various (If Any)

SSN - Birth Certs - School Info - Dependent Care - Address Confirm - Medicaid

Tax Prep Docs - Identification

ID + SSN - Tax Payer and Spouse (If any)

2022 Docs -1040 Tax Prep Or Income

1040 - OR, if not filed, W2's - 1099's - Rental - Retirement - Investment - Farm - Other

2022 Tax Prep Docs - Deductions

(If any ) 1095's - Health Insurance - HSA - Real Estate Taxes - Catastrophe Loss

2022 Tax Prep Docs - Various/Multiple1

Prior Year Tax Prep Docs (2021) Income OR 1040 Tax Prep

1040 - OR, if not filed, W2's - 1099's - Rental - Retirement - Investment - Farm - Other

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