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Tax Prep  INFO 2022

...it all starts with an form that's too long for it's own good. But, it's a start. Fill out what you can...if you experience any difficulty - contact me. There's always a way to do it differently...

TAX PREP 2022

Complete this form and attach documents to move your Tax Prep from "to do" to "done". 

2022 Tax Year Info Collection

Can you be claimed as DEPENDENT on someone elses return for 2022?
Do any of the following apply?
What year did your spouse pass away?
Do you plan on filing:

Spouse Information

Questions and answers in this section ONLY relate to your spouse. Skip to next section if not filing JOINTLY

Can spouse be claimed as DEPENDENT on someone elses return for 2022?
Do any of the following apply (spouse)?
Are you claiming ANYONE as your DEPENDENT for 2022?
Did Dependent 1 live with you for the whole year (2022)?
Did you provide+50% of financial support for Dependent 1?
Did Dependent 3 live with you for the whole year (2022)?
Did you provide+50% of financial support for Dependent 3??
Did Dependent 2 live with you for the whole year (2022)?
Did you provide+50% of financial support for Dependent 2?
Did Dependent 4 live with you for the whole year (2022)?
Did you provide+50% of financial support for Dependent 4?
What forms do you have?
What tax situatios below are you a part of/involved in?

Document Upload Portal

Upload one file per upload slot. Be sure to include copy of 2021 taxes, and all required forms/paperwork/notices

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Do you need additional uploads?
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Image Upload Portal

Upload one image per upload slot. Be sure to include copy of 2021 taxes, and all required forms/paperwork/notices

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