Getting your taxes done has never been easier. Just have your documents ready, enter your information, and we will get to work. Once your tax return is ready, we will let you know your results and send you your copy.
1. Your Information
2. Upload Docs
3. Get Refund
Documents Needed?
Basico
W-2/1099-Nec Forms
Mortgage Form 1098
Bank Account Information
Electric Vehicle Purchase Documents (If Applicable)
Record of Sales for Bitcoin or Digital Assets (If Any)
Copies of Soc. Sec. Cards
Income/Expense Documents
Full List
Personal Information
Your SSN or ITIN
Your spouse’s and Dependents full name, SSN or ITINs and date of birth
Form 1098-T for College Education Expense (If Any)
IRS Identity Protection PIN, if one has been issued to you, your spouse, or your dependent by the IRS
Routing and account numbers to receive your refund by direct deposit or pay your balance due if you choose
Dependent’s Information
Dates of birth and social security numbers or tax ID numbers
Babysitting or Childcare records (including the provider’s tax ID number) if applicable
W-2 Forms or other income information (If dependent worked or had income)
Income Documents
Employees
W-2 Forms
Unemployment (1099-G)
Interest on Savings or Escrow Accounts
Self-Employed
1099-Misc Forms
1099-NEC
Schedules K-1
Business-use vehicle information (cost, date placed in service, etc.) for depreciation
Business Mileage Information
Record of estimated tax payments made (Form 1040–ES)
Office in home information, if applicable
Other Income
Rental Property Records of income and expenses
State tax refund
IRA, 401-K Retirement Contributions or Distributions
Income from sales of stock or other property (1099-B, 1099-S)
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