Still holding on to your documents?
Every return, every set of books, and every payroll run starts with paperwork we do not have yet. Here is what to send, and the easy ways to get it to us.
We know. The folder is somewhere.
Life is busy, the shoebox is real, and the statements are in an email you meant to forward. The trouble is that nothing moves until the paperwork arrives.
Late documents usually mean less time to look for deductions, a higher chance of a late filing or a penalty, and a return that goes out in the last week instead of the first. Sending them early is the biggest favor you can do your own numbers.
What we usually need
Not sure whether something counts? Send it. We would rather have one extra statement than one missing form.
For your tax return
- Last year's return, if we did not prepare it
- W-2s, 1099s, and any other income forms
- Mortgage interest and property tax statements
- Receipts or totals for the expenses you plan to deduct
- Dates and amounts of any estimated payments
- Any letter from the IRS or the state, even one you already answered
For your books
- Bank and credit card statements for every business account, every month
- Loan statements and new loan paperwork
- Invoices and bills that did not run through the bank
- A short note on anything unusual, such as a large deposit or a new vehicle
For payroll
- New hire forms before the first payday
- Hours, raises, and schedule changes before the pay date
- Benefit and deduction changes
- Last day worked for anyone who leaves
How to get them to us
Please do not attach tax, payroll, or bank documents to the website form or to a plain email. Ask us for the secure way first. It takes a minute and keeps your information out of the wrong inbox.
Ask for upload instructionsBring them in
1333 South Railroad Avenue, Chipley, FL 32428. Tuesday to Friday, 10:00 AM to 5:00 PM.
Call us
(850) 706-1040. If you are stuck on what to send or how, a two-minute call usually sorts it out.
Use the secure upload
Ask and we will send you the link that fits your situation, so nothing sensitive travels by ordinary email.
Send it as it comes
You do not need the whole set before you start. Monthly statements as they arrive beat one big pile in April.
One small promise
We will keep asking. Kindly, and usually more than once.
The sooner the documents arrive, the sooner the reminders stop. Everybody wins, especially your return.