Name (Please Enter Your Legal Name)
If a referral, please list their name/business name.

Each tax return you file would need a separate estimate.

If your child/dependent has a W2, and their income amount is required to be reported, they'll need to file their own tax return (even if a minor). If your child/dependent is under the age of 18, you would sign on their behalf.

Do you file as 1040 NR (non resident tax return)?
Please make sure that you write the Tax Return Year vs the year you filed in.
Once you're a client, we require the last tax return that was submitted to the IRS & State (if state requires a tax return). We cannot prepare a return without the last tax return submitted.
Did you give a gift of money and/or assets (such as being gifted a house, stocks, etc) to someone (The amount that needs to be reported is $19,000.00 and up) ?
If YES, we'll need to prepare and file a Gift Tax Return WITH your 1040.
Do you need a second opinion on a return already submitted/filed?
If Yes, we'd have to recreate a return as it was exactly filed; please select the type of tax documents and number of those documents to receive an estimate for this service.

Below are the common type of tax source documents we use to prepare a tax return. Please list how many of each documents you have in order to receive an estimate.

DO NOT LIST DOLLAR AMOUNTS

If you do not want to answer the questions below, upload the Last Tax Return that you filed with the government. By answering the questions below, you’ll receive a more accurate estimate.

Drag & Drop Files, Choose Files to Upload
This is for your individual tax return only.  We do not need any other documents (at this time), and will not accept any other documents.
Did you upload a tax return to our secure Dropbox?

Income

Enter the number of tax documents you have, NOT the dollar amount.
Enter the number of tax documents you have, NOT the dollar amount.
Enter the number of tax documents you have, NOT the dollar amount.
Enter the number of tax documents you have, NOT the dollar amount.
Enter the number of tax documents you have, NOT the dollar amount.
Enter the number of tax documents you have, NOT the dollar amount.
Enter the number of tax documents you have, NOT the dollar amount.
Enter the number of tax documents you have, NOT the dollar amount.
Enter the number of tax documents you have, NOT the dollar amount.
Enter the number of tax documents you have, NOT the dollar amount.

Business:

How many Single Member LLCs/Sole Proprietorships do you own?
How many Single Member LLCs/Sole Proprietorships do you own?

Rentals:

Personal Residence

Enter the number of tax documents you have, NOT the dollar amount.
Enter the number of tax documents you have, NOT the dollar amount.

Sch A Deductions:

Enter the number of tax documents you have, NOT the dollar amount.
Enter the number of tax documents you have, NOT the dollar amount.
Enter the number of properties that you pay property taxes on.
Enter the number of tax documents you have, NOT the dollar amount.
Enter the number of places you donated to, not the total dollar amount)

Other Deductions:

Enter the number of tax documents you have, NOT the dollar amount.
Enter the number of tax documents you have, NOT the dollar amount.
Enter the number of tax documents you have, NOT the dollar amount.
Enter the number of tax documents you have, NOT the dollar amount.
Enter the number of tax documents you have, NOT the dollar amount.
Enter the number of tax documents you have, NOT the dollar amount.
Enter the number of tax documents you have, NOT the dollar amount.
Enter the number of tax documents you have, NOT the dollar amount.
Allimony
Enter 1 if you have foreign bank statements.
Enter how many foreign tax returns you have.
Enter 1 if you have child care expenses.
Enter 1 if you have residential energy expenses.
Enter 1 if you have EV expenses.
Enter 1 if you have a household employee. Household Employee: someone who works in your household part time/fulltime; such as a caregiver, nanny/au pair, chef, housekeeper, groundskeeper, personal assistant, etc).
Are you interested in receiving Tax Planning?
This is for tax planning to prepare for current and upcoming tax years to maximize a tax return