New Client Information
We’re glad you’ve selected Taxes Plus! Below are the initial steps to take in preparation for your tax services. PLEASE DO NOT EMAIL SENSITIVE DOCUMENTS. You will receive a link to our secure tax portal, where you can safely upload all documents.
Where to start…
Complete the New Client Organizer (PDF)
Provide a copy of your and your spouse’s (if applicable) current State ID or Driver’s License
Please provide a copy of your social security card and your spouse’s and child(ren) social security cards if applicable
Provide a copy of your last completed tax return
Provide current tax year’s information by US mail or secure portal (which we will set up for you when you become a Taxes Plus client)
Review the following documents:
Let’s talk about your taxes!
Request an appointment by filling out our simple form.
