Please make sure that you have all your tax documentations ready to upload, before making your appointment. Please submit your tax forms through the UPLOAD FILE button below, or dropped off at the office by 11 am the day before your appointment, otherwise your appointment will be canceled. You can call our main line for any assistance (928) 277-5222. Thank you!

Documents required for new clients:

• Form 1040 (tax return from 2024, NO W2). VERY IMPORTANT
• Social Security Card
• Driver’s License or ID
• Bank account and routing number
• If you are claiming any dependents: their social security card, birth certificate, or their date of birth.
• W2’s
• Schedule(s) K-1 showing income or loss from partnerships, S corporations, estates, or trusts.
• Other compensation, such as Form 1099-MISC, Form 1099-NEC, Form 1099-K, etc.
• Pension documentation, such as Form 1099-R, 1099-SA.
• Health insurance: 1095-A (if applicable), 1095-B, or 1095-C.
• Statements reporting dividend and interest income, such as Form(s) 1099-INT or 1099-DIV.
• Brokerage statements showing transactions for stocks, bonds, etc.
• If you are a homeowner: Form 1098
• Closing statements regarding the sale or purchase of real state property.
• Invoices regarding residential clean energy improvements.
• Identity Protection Personal Identification Number (IP PIN) 6-digit number.
• If you and/or your dependents attended college in 2025: Form 1098-T
• Also, any other tax documents that you received for 2025.