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Most frequent questions and answers

To get started, request a secure account here to be able to upload your documents and access your tax return documents.

  1. Identification Information

ID or Driver’s License (including spouse, if applicable)

2. Social Security Cards

Please provide a SS card for all household members who will be included on your tax return.

3. Wage Statements

W-2 (including spouse, if applicable)


4. Additional Income Statements (if applicable)

Interest and dividend income from investments

Unemployment Income

Social Security Income

5. Real Estate Documents (if applicable)

Recent Home Purchase

Proof of paid mortgage

Home Equity Loan Interest

Proof of paid real estate and individual property taxes paid

6. Copy of Last Year Tax Return (new customers only)

By bringing in your tax return from last year, we will provide a two-year review at no additional cost.

Income tax is a tax that a state or federal government imposes on the incomes of taxpayers within their jurisdiction. Taxpayers must file income tax forms annually to determine what they owe. Typically, taxes collected on income are used to fund things like services for the public and providing goods for citizens.

Also known as the Wage and Tax Statement, Form W-2 is a document sent out by employers to both an employee on their payroll, and to the IRS. The Form reports the annual wages and taxes withheld on an employee’s paycheck. W-2s are used by taxpayers to file their federal and state taxes.

Virtual currency transactions are taxable by law just like transactions in any other property. Taxpayers transacting in virtual currency may have to report those transactions on their tax returns.

If you don’t report crypto on form 8949, you will likely face an IRS audit. You should file your cryptocurrency taxes regardless of whether or not you had gains or losses to avoid an IRS audit.

Yes. Currently, Coinbase sends Forms 1099-MISC to U.S. traders who made more than $600 from crypto rewards or staking in the last tax year. The exchange sends two copies of Form 1099-MISC: One to the taxpayer and one to the IRS.

Any U.S. citizen with foreign bank accounts totaling more than $10,000 must declare them to the IRS and the U.S. Treasury, both on income tax returns and FinCEN Form 114.

The IRS has reintroduced Form 1099-NEC as the new way to report self-employment income instead of Form 1099-MISC as traditionally had been used.

You’ll use the amount in Box 1 on your Form(s) 1099-NEC to report your self-employment income. Instead of putting this information directly on Form 1040, you’ll report it on Schedule C.