For entity taxes (SCorp, CCorp, Partnership, Nonprofit) visit this link instead.
If the below steps are not completed by March 15th, 2022 we cannot guarantee we will have capacity to complete your taxes this year. This applies even if you are planning to file an October 15th extension.
The Document List applies to returning clients (so if you are a new client, you can skip this).
-We have uploaded an excel file to your portal named ‘2021 Tax Preparation Guide’ that includes a tab with a list of your documents from last year.
-Please download/update this list by checking off the documents you are uploading and noting any documents that no longer apply
-Then upload this list along with your 2021 tax documents.
-Doing this will enable us to prepare your taxes much faster – we promise! Instead of chasing documents from you that we may or may not need, we can spend that time looking for potential deductions and other tax savings on your return.