If you had more than one employer during the year, please make sure you get and have “all” forms of taxes. For example, W-2, 1099, 1095A, 1095B, 1095C, 1098, etc. Also, make sure you have most of your bills and receipts, just in case you are self-employed.
We recommend that your review our Checklist Form to obtain all documents that you may need:
For your convenience, obtain your routing number and account number where you want them to send you your refund. Direct Deposit is the fastest, most-accurate and secure way to receive your refund. Therefore, we recommend and encourage that you receive your refund through Direct Deposit.
If you are Self-employed we highly recommend to file Profit and Loss:
- Click Here for our Profit and Loss form