File Your Taxes
Ready to File? Let's Get You Started.
Before beginning your tax intake, take a moment to gather the information you'll need. A little preparation can make the process smoother.
Before You Begin
Have these items ready to help your filing go smoothly. Additional documentation may be required depending on your tax situation.
- Government-issued photo ID
- Social Security numbers or ITINs for taxpayer, spouse, and applicable dependents
- W-2 forms from employers
- 1099 forms and other income documents
- Self-employment income and expense records, if applicable
- Dependent information and applicable supporting documents
- Bank account and routing numbers if requesting direct deposit
- Prior-year tax return, if available
- Other applicable tax forms and records
Additional documentation may be required depending on your individual tax situation. Our team will guide you through anything else needed.
Start Here
Let's Get Your Filing Started
Enter your contact details to continue to the secure tax intake form. We never request Social Security numbers, tax documents, or banking details through this preliminary form.