Personal tax preparation
Organize income statements, dependent information, and records of life changes for your federal and state tax return.
Your next step starts here
Life is complicated.
Tax time shouldn't be.
A little preparation goes a long way. Get organized, understand what to bring, and take the next step toward filing your taxes.
Personal attention. Clear conversations. A more confident start.
Your tax-time plan LET'S GET READY
Less guesswork.
More peace of mind.
01 Gather your documents
02 Note what's changed this year
03 Bring your questions
A new job. A growing family. Working for yourself.
Your tax conversation starts with your life.
Your tax conversation starts with your life.
01 Get organized02 Understand your next steps03 File with confidence
Tax help, built around you
Start with your situation.
Every tax return begins with a different story. Bring the documents and questions that reflect yours.
Work on your own terms
Freelancing, gig work, or running a business? Gather income records, expenses, and mileage logs for your tax conversation.
Questions about prior years?
Bring copies of past returns and any tax notices so you can discuss what needs attention and which next steps may apply.
Before your visit
A smoother start.
A simple checklist.
Use this list to gather common tax documents. Your situation may require additional records.
Check items as you go. Your selections stay on this page only; no tax documents or personal information are collected here.
A little clarity
Before you get started.
What if I don't have all of my paperwork?
Make a list of missing documents and request copies from the issuer. Bring what you have and discuss what is still needed before a return can be completed.
Should I bring my previous tax return?
Yes, if available. It provides useful context for changes in your income, household, and tax situation.
Can I upload my tax documents on this page?
This home page does not accept tax documents. Use only an approved secure document-sharing method provided by your tax office.
Where do employees sign in?
Use the Staff sign in link at the top or bottom of this page to reach the existing sign-in system.
Ready to get organized?
Start with the checklist and make a note of your questions.