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Start by gathering all of your Important Tax Documents for the current tax year. Most of these documents, such as W-2s, 1099s, and mortgage interest statements, will begin arriving by mail or email in January. Having all your documents ready is crucial to avoiding delays or costly amended returns later.

• Make sure to check both physical mail and email for tax forms.

• If you’re missing any key documents, contact the issuing organization or financial institution promptly.

Tip: The more organized your documents, the smoother your tax filing experience will be!

Once you have all your tax documents gathered, the next step is to upload them to our secure Client Exchange Portal. This step allows our team to review and prepare your taxes before your scheduled e-file appointment, ensuring that everything is in order.

• Upload all tax documents at least 48 hours prior to your appointment to avoid delays.

• The Client Exchange Portal is encrypted and secure, ensuring that your sensitive tax information is protected.

Tip: Make sure to upload all relevant documents at once to minimize back-and-forth requests for additional information!

Booking your tax prep and e-file appointment early in the season can help you get your refund faster! Electronic filings are processed more quickly than mailed-in returns, which can take up to 16 weeks to process. The earlier you file, the sooner you’ll receive your refund.

• Early bookings also ensure that you have a wider selection of appointment times, avoiding the rush of the busy tax season.

Tip: Don’t wait until the last minute! Schedule your tax prep and e-file appointment today to secure your spot.

If you are a business owner or property owner filing a Schedule C, E, or F, it’s essential that you categorize all business-related and property-related expenses before your e-file brief. This step is crucial to avoid additional service fees for uncategorized expenses and helps ensure accurate and efficient tax preparation.

• Organize your expenses by category (e.g., utilities, rent, travel, etc.) before your appointment.

• Ensure all relevant receipts and documentation are included to substantiate your deductions.

Tip: Use accounting software or spreadsheets to keep your expenses categorized throughout the year—this makes tax season much easier!