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Tax readiness check

Feel more prepared for the next step.

Answer a few quick questions. We’ll give you a simple list of what to gather or discuss—no account, email, or tax documents required.

What’s on your plate?

Choose the answer that fits best right now. It’s okay not to know yet.

1. Have you gathered your income forms, such as W-2s and 1099s?
2. If you had business or freelance income, are your income and expense records organized?
3. Have you reviewed your withholding or estimated tax payments this year?
4. Are your previous years’ tax returns up to date?
5. Is there an IRS or state tax notice you want help understanding?
6. Do you expect to file in more than one state?
7. Did you receive retirement income, such as Social Security, a pension, or IRA distributions?
8. Did you receive investment income, such as interest, dividends, or proceeds from investment sales?

This check is general preparation guidance, not a determination of what you must file or pay. Your answers stay in this browser unless you choose to include them and submit the consultation form. No tax documents or sensitive identifiers should be entered here.

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