Client Essentials

Getting Started Right

Whether you're filing traditionally with us or starting your return through our TaxWise® Mobile App, be sure to use this simplified checklist to gather the essentials before your session:  


Personal Information:


  • Social Security numbers (you, spouse, dependents)
  • Driver’s license or state ID
  • Income Documents
  • W-2s from employers
  • 1099s (freelance work, interest, dividends, unemployment, etc.)
  • Investment income (dividends, stock sales)
  • Rental property income and expenses Childcare costs (with provider’s name, address, and tax ID)
  • Education expenses (Form 1098-T and receipts)
  • Mortgage interest (Form 1098)
  • Major Medical expenses (if significant)
  • Charitable donations (cash and non-cash)
  • Retirement contributions


For Self-Employed & Independent Contractors: 


  • 1099-NEC or 1099-K forms
  • Business income/expenses (advertising, supplies, home office, etc.)
  • Vehicle mileage and maintenance (if applicable
  • Cell phone or internet usage related to work Tax payments made throughout the year

Small Businesses:


  • Profit and loss statement
  • Business bank statements
  • Payroll records (if applicable)
  • Business-related receipts and expenses (travel, meals, equipment, etc.)
  • Inventory records (if applicable)
  • Records of estimated tax payments

Other Documents: 


  • Last year’s tax return
  • Bank account info for direct deposit/refund

Don’t worry if you’re unsure about anything—our we are here to guide you every step of the way!


Ready? Book an appointmnet or get started today with our TaxWise® Mobile App!

Book an Appointment

Give Us Some More Details

Please take a moment to complete our Client Essentials Form, so we can gather your basic information and prepare to assist you. 


In the next  tab, you upload your essential documnents after we connect. 


Your privacy is our top priority—all your data is fully secure with end-to-end encryption. 


Let’s make this tax season simple, safe, and efficient!

Client Essentials Form

Send Us Your Documents

It’s time to upload your essential tax documents to help us prepare your return accurately and efficiently-all submissions are safeguarded with end-to-end encryption. 


These may include:


  • Identification (Driver’s License, State ID, or Social Security Card)
  •  Income Documents (W-2s, 1099s, 1099Gs, etc.)
  • Mortgage Interest Statements (Form 1098)
  • Childcare forms
  • Profit & Loss Statements 

Just send over what you have and we'll started today! 

Submit Your Documents