Your CPA Tax Professional will need your year-end tax documents from you prior to your appointment. Kindly upload/share any of the following documents using the Online Client Onboarding Intake Form Button Below. At your Virtual Meeting your CPA will finish the Tax Prep Interview and Intake process so tax preparation can begin.
This listing below gives you an ideal of documents and information we may need from you. It is prefererd that you use the Online Client Onboarding Intake Checklist button (BLUE Button) at the bottom of this page since it more basic and simplifies the process for you. Your CPA will take things from there at your Virtual Tax Prep Appointment.  
  • Proof of identification (photo ID)
  • Social Security cards for you, your spouse and dependents
  • Proof of residency for Dependents claiming EIC
  • An Individual Taxpayer Identification Number (ITIN) assignment letter may be substituted for you, your spouse and your dependents if you do not have a Social Security number
  • Proof of foreign status, if applying for an ITIN
  • Birth dates for you, your spouse and dependents on the tax return
  • Wage and Earning statements (Form W-2, 1099-Misc, 1099-K, 1099-NEC) from all sources
  • Other misc income – jury duty, scholarship, etc if applicable
  • Taxable Alimony Received
  • W-2G from from Gambling Winnings
  • Income from State and Local/City tax refunds and or unemployment income forms 1099-G
  • IRA/Pension Distribution and Rollover Forms 1099-R, 8606
  • Social Security Benefits form SSA-1099, RRB-1099
  • Interest and dividend statements from banks (Forms 1099-Int, 1099-Div from all sources)
  • Sale of Stock, Mutual Funds, Bonds and ESOP Form 1099-B Broker Statements
  • Crypto currency (bought, sold, exchanged and/or received of virtual currency)
  • Income from sale of property (home) – original cost and cost of improvements, closing statement
  • We would need cancelation of debt (Form 1099-C)
  • Forclosed or abandoned property Form 1099-A
  • We would need Form(s) K-1 if you receive from from any Estate/Trust, Partnership or S-Corp you received
  • IRS Letter 6419 for taxpayers that received advanced child care credit
  • IRS Letter 6475 for taxpayers that received the 3rd economic  impact payment
  • Health Insurance Exemption Certificate, if received
  • Educator expenses
  • We will need form 1098 If you own a Home and pay Mortgage interest
  • Real Estate taxes paid
  • Rent Paid during year
  • Charitable donations – cash amounts and value of donated property
  • Medical and dental expenses
  • We will need form 1098-E if you paid student loan interest.
  • We will need form 1098-T to report and claim education tax credits and deductions.
  • We will need contribution documentation for your IRA retirement plan contributions
  • We will need contribution and distribution documentation for state 529 plans (Form 1099-Q)
  • HSA contribution and distribution Form 1099-SA
  • Estimated taxes payments made during the year, prior year refund applied to the current year, and any amount paid with an extension to file
  • Foreign bank account information-location, name of bank, account number, peak value of account during year.
  • Foreign gift / inheritance received
  • A copy of last year’s federal and state returns, if available
  • Proof of bank account routing and account numbers for direct deposit such as a blank check
  • To file taxes electronically on a married-filing-joint tax return, both spouses must e-sign the required forms
  • Total paid for daycare provider and the daycare provider’s tax identifying number such as their Social Security number or business Employer Identification Number
  • Forms 1095-A, B and C, Health Coverage Statements
  • Copies of income transcripts from IRS and state, if applicable
  • Copies of any correspondence received from the IRS or any Tax Authority during the past year, if applicable.
We would need you to use upload/share all the year-end tax documents you received and any other documents noted above along with a copy your ID and SSN for dependents. 
It is Preferred that you use the Online Client Tax Prep Onboarding Intake CheckList “the Blue Bottom” below. Clients can use the Secure Client Portal & Guest Exchange bottom that is provided below to upload/share any additional documents that need to be shared thereafter. New Clients use the Guest Exchange and Returning Prior Year Clients just Sign-in. 




Based in Newtown PA, a Phila PA suburb. Serving Clients in Phila Metro region and Nationwide.