Client resources

book meetings with us

Interested in bookkeeping services? Email

tax season guide

The following tasks are due March 31st

(Feb. 28th for S Corps & Partnerships)

1. Upload your tax documents into the portal

  • Forms W2, 1099, 1095, 1098, K-1

2. Fill out your Tax Organizers (click here to view a checklist of info you'll need to complete them)

  • Personal Tax Organizer: All clients need to fill out

  • Interpreter Tax Organizer: Freelance interpreters need to fill out

  • Business Tax Organizer: Business owners (non-interpreters) need to fill out

  • Rental Tax Organizer: Clients with rental properties/rooms for rent need to fill out

*An extension will be filed for those who do not complete their tasks by the due date*

Quick Guide Tax

PO Box 76691

Washington, DC 20002

(202) 559-3300

  • White Instagram Icon
  • Facebook B&W