After the holidays, we know that one of the most anticipated times of the year is Tax Season.
Whether you’re due a refund, owe money or break even — we know how complex taxes can get when you’ve got multiple income streams, buy or sell a home, unemployment, dependents, charitable donations and much, much more.
So here’s what you need for your tax appointment this season:
- Gather your tax documents & upload them into our secure Portal. (Feel free to email us if you need help!)
- Confirm your stimulus payment amounts, if any, through the IRS and/or your bank account. (The most important piece is the stimulus amounts.)
- Complete this document for your stimulus payments & add it to your Portal. (We can also generate a fillable PDF for you within your Portal if you prefer.)
- Sign our Engagement Letter — pages 3 & 4 of your Tax Organizer which, as a client, you should’ve received in early January. (And can also be found in your Portal!)