Who this service is for
For individuals and families with wages, multiple income forms, dependents, life changes, or other questions about getting an accurate return prepared.
Questions this can help you review
- Several W-2 or 1099 forms, or a form that has not arrived yet
- Changes in work, household, dependents, or address
- Questions about records, eligible deductions, or credits
Records you may want to gather
The documents that apply depend on your situation; this list is only a starting point.
- Photo identification and basic taxpayer information
- W-2 and any 1099 income forms
- Prior-year return, if available
- Records relevant to dependents, education, childcare, or other tax items
Please do not send Social Security numbers, tax returns, bank account information, or sensitive financial details through the general website form.
How it works
Start with a consultation or appointment request, discuss your filing situation, then organize relevant records through an appropriate sharing process. Please do not send sensitive tax information through the website form.
Frequently asked questions
What should I bring to a tax appointment?
Bring the income and tax records that apply to your situation, plus a prior-year return if available. The downloadable checklist on our Resources page is a useful starting point.
What if I have more than one W-2 or 1099?
Gather each form and let Brandon know if you believe a form is still missing. The IRS recommends waiting for your tax records before filing.
Do I need to sort every receipt first?
A little organization can help, but you can ask what records are relevant to your situation during your appointment.
Helpful reading
IRS guidance: Get ready to file your taxesEducational information only. Tax rules vary by year and individual circumstances; use current official guidance.