Your Next Step: Provide Your Prior-Year Tax Documents
Your Next Step: Your Next Step: Provide Your Prior-Year Tax Documents
Your intake is complete. Now provide the tax and supporting documents needed to prepare your prior-year Form 1040 through our designated secure client portal.
Provide Your Prior-Year Tax Documents
Provide the documents that apply to the tax year being prepared, including:
- Forms W-2
- Forms 1099
- Social Security benefit statements
- Pension, retirement and IRA distribution statements
- Interest and dividend statements
- Investment and capital-gain documents
- Schedule K-1s
- Marketplace health-insurance tax forms
- Education-related tax documents
- Other income documents applicable to the return
Provide Applicable Deduction and Credit Records
Depending on your return, provide applicable records including:
- Mortgage-interest statements
- Real-estate tax information
- Charitable-contribution records
- Medical-expense records when relevant
- Childcare expense information
- Education expenses
- Student-loan interest statements
- IRA or HSA contribution information
- Other documents supporting deductions or credits
Provide Prior Return and Payment Information
When available, provide:
- Your most recently filed federal tax return
- Your most recently filed state tax return
- Federal estimated-tax payment records
- State estimated-tax payment records
- Extension-payment records
- Information showing prior-year refunds applied to this tax year
- IRS or state correspondence affecting the return
Missing Some Prior-Year Documents?
Provide the records you currently have and identify any important documents you believe are missing.
The $475 starting fee assumes the information necessary to prepare the return can be determined from reasonably complete and organized records.
Document retrieval, income reconstruction, bookkeeping, business-record cleanup or other significant reconstruction work is not automatically included.
If additional work is required, we'll identify the additional scope and applicable fee before proceeding with that work.
Additional Complexity May Change the Preparation Fee
The $475 starting price applies to one standard prior-year Form 1040.
Schedule C business activity, rental property, K-1 income, multiple states, significant investment activity, digital assets, complex capital gains, incomplete records or other complexity may require additional pricing.
Additional tax years require separate preparation services and fees.
Any additional scope and fee will be identified before that additional work proceeds.
Existing Tax Deadlines and Collection Matters Still Apply
Purchasing this service, completing the intake or providing documents does not extend or suspend any federal or state filing, payment, response or collection deadline.
Preparing a prior-year return also does not automatically stop collection activity, eliminate penalties or interest, resolve an outstanding tax balance or resolve other unfiled tax years.
If you have an active IRS or state notice, levy, garnishment, collection action or deadline, notify Tax Control Group™ promptly.
Protect Your Tax 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 provided and determine whether additional documents or information are needed.
2 — RETURN PREPARATION
Once the necessary information and applicable scope are confirmed, your prior-year Form 1040 moves into preparation.
3 — REVIEW, DOCUSIGN & FILING
When preparation is complete, you'll review the return and receive a DocuSign for the required signatures before filing.
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 Prior-Year Tax Documents?
Use the secure client portal to provide the documents needed to prepare your prior-year return.
