This is a starting point. Your secure document portal requests will be tailored to your situation.
Income and payments
- W-2s; 1099-NEC, 1099-MISC and 1099-K where applicable; all business income records.
- 1099-INT, 1099-DIV, 1099-B and complete brokerage statements; digital-asset transaction records and Form 1099-DA if received.
- 1099-R, SSA-1099, 1099-G and other income statements.
- Estimated tax payment dates and amounts; federal and state withholding.
Expenses and life changes
- Business and rental income and expense summaries, with supporting records.
- Mortgage interest statements, property taxes, and charitable contribution records.
- Education statements such as 1098-T and 1098-E; tuition paid and scholarships.
- Childcare costs and provider information; dependent information requested securely.
- Health coverage forms: Form 1095-A for Marketplace coverage and Massachusetts Form 1099-HC where applicable.
- Home purchase or sale documents; retirement contribution and distribution information.
- Records relevant to qualified tips, overtime or vehicle loan interest if applicable.
New clients
We will request copies of your prior-year returns and identification through our secure process. Tell us about moves, marriage or divorce, dependents, job changes, and significant purchases or sales.
Request your tax organizer · Upload through the secure document portal