Tip: For Faster Turnaround

Fill out the intake form and upload to our client portal.
Intake Form

Tax Season 2024

Stress-Free Taxes

Follow these three steps for a smooth tax filing process

On-Time Filing icon

March 10, 2024

For On-Time filing, submit all required tax documents by the cut-off date.

Online Secure Portal icon

Online Secure Portal

Upload sensitive documents on our client portal.

Patience icon

Patience

You will be notified when your tax return is ready for review.

Documents we needFAQ

Tax Documents

What We Need

For faster service, fill out the Intake Routing Form in advance and submit with your tax materials listed here.

Intake Form

Identification icon

Identification

  • Copy of Driver’s License(s)
  • SSN
  • Theft Protection Pin (IP Pin) – if applicable
  • Birthday(s)
  • For Children – Proof of Residency (examples: W2, school record, doctor bill with their name and your address listed)

Tax Documents icon

Tax Documents

All Income Sources

  • W-2 (wages)
  • SSA (retirement)
  • 1099-R (retirement)
  • 1099-DIV (dividends)
  • 1099-INT (interest)
  • K-1 (pass through earnings)
  • 1099-B (sale of asset)

Real-Estate

  • 1098 Mortgage
  • Real Estate Taxes

Health Insurance

  • 1095
  • HSA

Education

  • 1098-T
  • 1099-Q
1099 Request Form

Important Information icon

Important Information

  • Rent Paid
  • Landlord Name & Address
  • Donation Summary
  • Marriage or Divorce
  • Birth or Death
  • Relocations
  • PAID Estimated Tax Amounts & Dates – proof of estimated tax payments (ex: canceled checks, bank statement, or copy of check register)

Upload Your Tax Documents

Register and start uploading your tax documents today!
Register

Tax Season 2024

Frequently Asked Questions

Here are answers to our most frequently asked questions

When is the tax deadline in 2024?

April 15. Tax Day always falls on that date, unless April 15 falls on a weekend or holiday. Next year, it comes on that darkest of days, a Monday.

What is the new standard deduction?

The standard deduction for 2023 also increased by about 7%, to $13,850 for individuals and $27,700 for married couples filing jointly.

Have itemized deductions changed?

Itemized deductions “mostly remain the same” in 2023, according to Charles Schwab. A few specifics:

  • State and local taxes: Taxpayers who itemize may deduct up to $10,000 in property, sales, or income taxes they have already paid to local or state governments.
  • Mortgage interest: You can generally deduct interest paid on the first $750,000 of mortgage debt, according to NerdWallet. People who bought a house before Dec. 16, 2017, may deduct interest on the first $1 million.
  • Medical expenses: You may deduct only medical and dental expenses that exceed 7.5% of your adjusted gross income.

What are the new IRA and 401(k) contribution limits?

Employees who participate in company retirement plans could generally contribute $22,500 to their 401(k) this year, up from $20,500 in 2022. Those who didn’t participate in an employer-sponsored plan could contribute $6,500 to an individual retirement account (IRA). People 50 and older have higher limits. For 2024, the limits rise to $23,000 and $7,000.

Read More

Certified Public Accountant

Our Services

We are committed to giving our clients the best accounting service possible!

Bloomington Tax Preparation

Personal & Business

Tax Preparation

No computer software or program can replace an experienced professional!

Tax Planning & Advice in Bloomington

Personal & Business

Tax Planning & Advice

Effective tax planning is necessary to effectively and legally reduce your tax liability.

Bloomington Payroll & Bookkeeping

Business

Payroll & Bookkeeping

We offer varying levels of bookkeeping and payroll management based on the client’s needs.