INDIVIDUAL TAX RETURN PREPARATION
Your Next Step: Provide Your Tax Documents
Your intake is complete. Now provide the tax documents needed to prepare your return through our client portal below.
Provide the Documents That Apply to Your Return
Upload the documents that apply to your tax situation, including:
- W-2s
- 1099s
- Prior-year tax return
- Mortgage interest and real-estate tax documents
- Investment tax documents
- Retirement or pension tax documents
- Social Security tax documents
- Health Insurance Marketplace documents
- Education tax documents
- Estimated-tax payment information
- State tax documents
- Other documents relevant to your return
Only provide documents that apply to your situation.
Have Business or Additional Tax Items?
If your return includes self-employment or business activity, rental property, K-1 income, significant investment activity, cryptocurrency, multiple states or other additional complexity, provide the applicable documentation through the secure client portal.
These items may fall outside the standard $375 starting scope. If additional work or pricing is required, we'll identify it before proceeding with that additional work.
Important: Your Tax Deadlines Still Apply
Providing documents does not extend, suspend or satisfy any IRS or state filing, payment, refund-claim, notice-response or other deadline.
If you have an approaching deadline, do not assume preparation of the amendment changes that deadline.
Protect Your Sensitive Information
Your tax return and supporting documents may contain Social Security numbers, financial information and other sensitive taxpayer data.
Provide these documents only through the designated secure client portal. Do not send them through ordinary email.
What Happens After You Provide Your Documents?
1 — Document Review
We'll review the information and documents provided for completeness and determine whether additional information is needed.
2 — Preparation
Once the necessary information and applicable scope are confirmed, your return moves into preparation.
3 — Review & Filing
When preparation is complete, you'll receive the appropriate instructions for reviewing, signing and filing your return.
What If We Need Something Else?
If additional information or documentation is needed while preparing your return, Tax Control Group™ will contact you with the specific items required.
Use the client portal whenever requested information contains sensitive taxpayer or financial information.
Ready to Provide Your Documents?
Use the designated secure client portal to provide your originally filed return and supporting documentation.
