****Tax law changes in 2025 could make it easier to itemize on your return. If you have any charitable contributions, medical bills, mortgage interest, or real estate tax information, please send us that information so we can determine if itemization is a possibility on your return.
Complete Your Tax Preparation Questionnaire by Clicking Here This questionnaire should be filled out if we are preparing an individual income tax return. Once your entire questionnaire has been completed, it will be automatically submitted to our tax team.
This should be signed if we are preparing an individual income tax return. You should have received an email from noreply@safesendreturns.com to electronically sign this document. If you have difficulty electronically signing or prefer not to sign electronically, this can also be submitted via the client portal.
This should be signed if we are preparing an estate, trust, partnership, corporation, or exempt organization income tax return. You should have received an email from noreply@safesendreturns.com to electronically sign this document. If you have difficulty electronically signing or prefer not to sign electronically, this can also be submitted via the client portal.
Common Tax Documents to Provide:
- W2
- 1099-SSA
- 1099-R
- 1099-DIV
- 1099-INT
- 1099 – Composite/Consolidated
- 1095-A
- 1098-T
- 1099-Q
- 1099-SA
- 1099-MORT
- Receipts for Charitable Contributions
- Prior Year Return (If this is the first year we are preparing your return)