What do I need to get prepared for the filing?

Not sure what items you need to prepare your tax return? The information required to file your taxes depends on your situation. Whether you use our service or prefer to file your own return, the below list of documents will help you get started.

Start with the Tax Organizer and use the checklist in the organizer, to find other documents you’ll need from the list below.

Tax Organizer

Non-Resident Information Sheet

ITIN Application Information Sheet

Rental Property Information Sheet

Self Employment Information Sheet

Tuition Expense Information Sheet

K-12 Information Sheet (MN Residents only)

Foreign Earned Income Exclusion Information Sheet

FBAR Information Sheet