What We Offer

  •  Individual Tax Filing
  • Self-Employed & 1099 Filing
  • Small Business Tax Returns
  • Prior Year Tax Filing
  • Tax Preparation & Review
  •  Accurate, IRS-Compliant Filing

Need Form 1095?

If you got insurance through the Health Insurance Marketplace (Healthcare.gov or state exchange), you’ll get this form.

This one is VERY important for taxes

  • Shows your coverage + any premium tax credits
  • You need it to file your return correctly
Download Form 1095

What Documents Do I Need to File My Taxes?

Getting your documents ready ahead of time helps us file your taxes faster, more accurately, and with fewer delays.

Basic Information

  • Social Security Number (SSN) or ITIN
    Valid ID
  • Bank account & routing number (for direct deposit)
  • Last year’s tax return (if available)

Deductions & Credits (If Applicable)

  • Childcare expenses
  • Education expenses (1098-T)
  • Mortgage interest (1098)
  • Medical expenses
  • Charitable donations
Get Started For Free

Income Documents

  • W-2 (from your employer)
  • 1099-NEC / 1099-MISC (self-employed or contract work)
  • 1099-K (payment apps like Cash App, PayPal, etc.)
  • 1099-INT (interest income)
  • 1099-DIV (dividends)

Health Insurance Forms

  • 1095-A (Marketplace Insurance – REQUIRED if you received it)
  • 1095-B or 1095-C (for your records)

For Business Owners / Self-Employed

  • Income records
  • Expense receipts
  • Mileage logs
  • Business bank statements