The documents you need will depend on your individual tax situation. Generally, you should provide all applicable income statements (such as Forms W-2, 1099 and SSA-1099), mortgage interest statements, property tax information, charitable contribution records, and documentation of other deductions or credits.For your convenience, we provide a Tax Document Checklist on our website under Resources for Our Clients. You can print the checklist or complete the fillable version to help organize your documents.Please also let us know about any significant changes during the year, such as retirement, marriage, a new dependent, or the purchase or sale of property.

You can deliver your tax documents directly to our office or upload them securely through our Client Portal.The Client Portal provides a convenient way to send documents and exchange information with our staff.For your security, please do not send tax documents, Social Security numbers, or other sensitive financial information through regular email.

Once we receive your tax documents, our staff will begin processing your information and preparing your return. If additional information or clarification is needed, we will contact you.After your return has been prepared and reviewed, our office will notify you when it is ready for pickup and signature.Once we receive the required signed authorization forms, we can electronically file your tax return.