📂 Upload Your Tax Documents

Please upload all applicable documents from the checklist below.
Providing complete information helps us prepare your return faster and avoid delays.

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✅ ✅ REQUIRED DOCUMENTS

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👤 Personal Information

• Copy of Driver’s License or State ID

• Social Security cards (you + dependents)

💼 Income Documents

Upload ALL that apply:

• W‑2 (employment income)

• 1099‑NEC / 1099‑MISC (self-employment)

• 1099‑K (cash app, Stripe, etc.)

• 1099‑INT (interest income)

• 1099‑DIV (dividends)

• 1099‑G (unemployment or state refund)

 

🏡 Home & Property (if applicable)

• Mortgage interest statement (Form 1098)

• Property tax statements

• Closing documents (if bought/sold property)

 

📊 Self-Employed / Business Owners

• Profit & Loss statement (if you have one)

• List of business expenses (or receipts)

• Mileage log (if applicable)

🎓 Education (if applicable)

• Form 1098‑T (tuition)

• Student loan interest (1098‑E)

 

🧾 Tax Credits & Deductions

• Childcare expenses (provider name + EIN)

• Medical expenses (if itemizing)

• Charitable donations

• Retirement contributions (IRA, 401k)

 

👶 Dependents

• Names & Social Security Numbers

• Proof of residency (school, medical, etc.)

 

✅ ✅ BEFORE YOU SUBMIT

✔ Make sure files are clear and readable
✔ Upload all documents at once if possible
✔ Include all income sources (even if small)

 

📌 WHAT HAPPENS NEXT

After you upload your documents:

• We review your information

• We contact you if anything is missing

• We begin preparing your return

 

⏱ Turnaround Time

You will receive an update within 24–48 hours

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Need help? Contact us if you're unsure what to upload.