Quick Links to Documents &
FAQ’s
Tax Return Questionnaire
Small Business / Self-Employed Tax Return Questionnaire
1099 FORM & INFORMATION
Child Tax Credits
The American Rescue Plan increased the amount of the Child Tax Credit from $2,000 to $3,600 for qualifying children under age 6, and $3,000 for other qualifying children under age 18.
Click HERE for addtional information.
Upload ADDITIONAL Documents
If you’ve already filled out the Tax Return Questionnaire and you need to upload additional documents? No problem, just click HERE.
What are the necessary documents for filing?
- Copy of your W-2 Form
- Your Social Security Card
- The Social Security Card of any of your dependents
- State Issued ID or Drivers LIcense
Consent to use of Tax Return Information
Click HERE to access the document
Income Credit
Click HERE for further information.