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TAXES TO GO APP

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TAX PREP CHECKLIST

  • Social Security Number

  • W2 Form

  • Mortgage Interest Expense

  • Banking Account Information

  • Last Year's Tax Return

  • Retirement Contributions (IRA/401K)

  • Health plan forms (1095)

  • Student Loan Interest Statement

  • Form 1098-T (education costs)

  • Letter 6419 Advanced Child Tax Credit

  • Letter 1444-C Stimulus Payment

ALL TAX CLIENTS PLEASE CLICK BUTTON BELOW TO SUBMIT TAX INFORMATION

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