PERSONAL TAX PREPARATION
Make sense of your return, one document at a time.
Gather the records that tell your story and prepare for a more useful conversation about your personal return.
Explore the guidesSTART HERE
Pick up where you are
Practical reading for your next step.
Get your W-2 records in order
Track statements from each job and address missing or corrected forms.
02 / YOUR PACKETPrepare for your tax appointment
Organize household information, income records and questions.
03 / LIFE CHANGESCapture what changed at home
Build a timeline and gather records after a move or household change.
04 / DRAFT QUESTIONSResolve a draft return question
Compare the draft with your records before authorizing a filing.
05 / DIGITAL ASSETSOrganize digital asset records
Gather the transaction history behind your wallet balances.
06 / EMPLOYEE STOCKSort your employee stock records
Bring grant, exercise and sale documents together by plan.
07 / NEW YORK CITYPrepare your city residency records
Organize dates and documents for a New York personal return.
08 / YONKERSSort Yonkers residence and work facts
Bring the right records for your New York personal return.
09 / CLEVELANDPrepare Cleveland city tax records
Organize municipal withholding and move dates.
10 / COLUMBUSOrganize Columbus city tax facts
Gather work-location and withholding records.
11 / PHILADELPHIAReview city wage and earnings records
Identify withholding and work-location questions.
12 / CALIFORNIAOrganize a 2025 resident return
Review California wages, adjustments and payments.
13 / PENNSYLVANIAPrepare a tax-forgiveness review
Organize 2025 household and income records.
14 / NEW YORK STATEPrepare a property-tax credit review
Organize 2025 residence, rent and property records.
15 / ILLINOISReview school expense records
Prepare 2025 K-12 credit questions.
16 / GEORGIAOrganize retirement-income records
Prepare 2025 exclusion questions.
17 / OHIOSeparate school district withholding
Prepare 2025 district and residence records.
18 / NORTH CAROLINAReview the state child deduction
Organize 2025 household and federal credit records.
19 / TEXASPrepare joint refund offset records
Organize residence and allocation questions.
20 / FLORIDAOrganize storm loss records
Prepare property and insurance questions.
21 / ARIZONAPrepare military retirement records
Review 2025 federal and Arizona pay records.