Welcome to our new website — we’re here to make tax season easier.
Secure Document Upload
Drag and drop your W-2s, 1099s, and other tax documents here for secure processing.
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Tax Intake Form
Tell us about your tax year. Whether you are a new or returning client, this questionnaire helps us gather the necessary details to provide the best advice for your mult-generational legacy.
Document Checklist
Income Statements
Required: W-2 forms for each job, all 1099 forms (NEC, MISC, INT, DIV), and documentation of any other income received throughout the year.
Deductions & Credits
Gather records for student loan interest, mortgage interest statements (Form 1098), charitable donation receipts, and childcare expenses.
State Tax Info
Please provide your previous year's state tax return and any information regarding state-specific credits or estimated tax payments made.
Personal Information
SSNs for yourself, spouse, and dependents, along with current government-issued IDs for new clients or if your ID has expired.
Investments
Provide year-end brokerage statements, records of stock sales, and any documents related to retirement account contributions or distributions.
Business Summary
If applicable: Summary of business income and expenses, home office details, and records of any estimated tax payments made.