Submitting Your Documents

• Step 1: Gather Your Documents
• Step 2: Enter your identifying information...
• Step 3: Upload your files...
• Step 4: Next Steps

Please get together all of the documents you'll need to submit. Submitting them all at once will make it easier to get your return prepared with the least amount of back-and-forth.

Documents include:

• Vital Information such as legal names and tax IDs of children, spouse, and other dependents.
• W-2s, 1099s, and other amounts of income (alimony, gifts, etc.).
• Totals of business expenses (i.e. a spreadsheet with totals, not a box of receipts).
• Information about life events such as marriages, births, deaths, and moving for work.
• Investment Information: stock exercise amounts, dates, information to calculate the cost basis, interest, dividend statements, amounts of any forgiven loans, home mortgage interest statements, etc.
• Balances of foreign bank accounts, foreign income (including rental income), and ownership of foreign corporations.

Click here when you've located all of your documents.

If you have questions or need advice, please don't hesitate to call us at +1-415-216-5064 and speak to one of our junior professionals who can provide guidance.

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