Tax Season Guide

What To Expect
Info & Documents to Gather

IMPORTANT DUE DATE: MARCH 1ST (and FEBRUARY 15TH for S Corps & Partnerships)

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  • Tax Organizers & uploads for all clients are due March 1st in your portal if you would like to file by April 15th

  • For S Corps & Partnerships, your Corp/Partnership Tax Organizer is due February 15th in your business portal if you would like to file by March 15th

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**No worries if you miss the deadline! All clients receive free extensions to allow extra time if needed.​

Overview of Our Tax Filing Process

  • Submit Your "Tax Organizer and Uploads" Form In Our Portal

  • Once we are done, you will receive a copy of your Tax Return with a Tax Results Report to approve

  • Sign your e-file documents

How To Complete Our Tax Organizer:

Information and Documents to Gather

Personal tax documents & information you may need

  • Income​

    • Form W2 (wages)

    • Form 1099-INT (interest income)

    • Form 1099-DIV (dividend income)

    • Form 1099-G (unemployment)

    • Form 1099-B (capital gains income)

    • Form 1099-SA (social security income)

  • Child/Dependent Care Expenses​​

    • Include payment amount, name , address, phone number, and EIN for each day care provider​

    • Contributions to 529 plans or ESAs

  • Education Expenses

    • Form 1098-T​

  • Student Loan Payments

    • Form 1098-E​

  • Homeowner Info

    • Real Estate Taxes Paid

    • Mortgage Interest Paid

      • Form 1098​

    • Closing documents (if you purchased a house)​

    • Sale documents (if you sold a house)

      • Form 1099-S​

  • Charitable Contributions

  • Retirement Contributions/Distributions

    • Form 5498​

    • Form 1099-SA (HSA or MSA)

    • Form 1099-R

  • Debt Forgiveness

    • Form 1099-C​

  • Identity

    • IPPIN numbers (if applicable)​

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Business tax information you may need

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S Corp & Partnership tax information you may need

  • Profit and loss report

  • Balance sheet report​

  • Amount of owner's contributions

  • Amount of owner's distributions 

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Rental tax information you may need

  • Rental expenses (as a spreadsheet, via bookkeeping software, or entered manually in the organizer)

  • Home Office Details (sqft of home & sqft of office space)

  • Rental Car Usage (miles driven for rental maintenance)

  • Rental income amount

  • Repairs and improvement costs

  • Helpful tip:

    • Rental income is reported separately based on each property. So if you have multiple properties, you will need to track rental income and expenses separately for each one.