a bloomington certified public accountant
Sare Associates P.C.
Taking New Clients by Referral Only
Tip: For Faster Turnaround
Fill out the intake form and upload to our client portal.
Intake Form
Tax Season 2025
Stress-Free Taxes
Follow these three steps for a smooth tax filing process
March 6, 2026
For On-Time filing, submit all required tax documents by the cut-off date.
Online Secure Portal
Upload sensitive documents on our client portal.
Patience
You will be notified when your tax return is ready for review.
Tax Documents
What We Need
For faster service, fill out the Intake Routing Form in advance and submit with your tax materials listed here.
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
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
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
Certified Public Accountant
Our Services
We are committed to giving our clients the best accounting service possible!
Personal & Business
Tax Preparation
No computer software or program can replace an experienced professional!
