Yes, of course! Your dedicated Tax Pro will keep you updated and informed throughout the tax preparatuion process. After your Tax Preparer has received your information, you can chat at any time with them through the app. To do this, select the Chat tab along the bottom of your File On The Go dashboard.

Communication is our top priority. We have various ways of communicating. After you have been assigned a Tax Pro, you may call or schedule an appointment with them directly. We also have a 24/7 text line for tax inquires, 1-844-829-7766.

Required:

• Copies of Driver’s License or State ID
• Social Security Cards (if you have them)
• Proof of Residence if current residence is not on your ID card, W2, or other tax documents
• Direct deposit information—routing and account numbers
• *New clients – copy of your most recent filed tax return (if you have it)

Income documents:

• Income from jobs: forms W-2, 1099 Nec, for you and your spouse
• Investment income—various forms 1099 (-INT, -DIV, -B, etc.), K-1s, stock option information
• unemployment: forms 1099-G
• Taxable alimony received
• Business or farming income— payment system ledger, profit/loss statement, and/or capital equipment information
• IRA/pension distributions—forms 1099-R, 8606
• Rental property income/expense—profit/Loss statement, rental property suspended loss information
• Social Security benefits—forms SSA-1099
• Income from sales of property—original cost and cost of improvements, escrow closing statement, cancelled debt information (form 1099-C)
• Prior year installment sale information—forms 6252, principal and Interest collected during the year, SSN and address of payer
• Other miscellaneous income—jury duty, gambling winnings, Medical Savings Account (MSA), scholarships, etc.

• IRA contributions
• Energy credits
• Student loan interest
• Medical Savings Account (MSA) contributions
• Moving expenses (for tax years prior to 2018 only)
• Self-employed health insurance payments
• Keogh, SEP, SIMPLE and other self-employed pension plans
• Alimony paid that is tax deductible
• Educator expenses
• State and local income taxes paid
• Real estate taxes paid
• Personal property taxes—vehicle license fee based on value
• Estimated tax payment made during the year, prior year refund applied to current year, and any amount paid with an extension to file.
• Foreign bank account information—location, name of bank, account number, peak value of account during the year

Tax deduction documents:

• Child care costs—provider’s name, address, tax id, and amount paid
• Education costs—forms 1098-T, education expenses
• Adoption costs—SSN of child, legal, medical, and transportation costs
• Home mortgage interest and points you paid—Forms 1098
• Investment interest expense
• Charitable donations—cash amounts and value of donated property, miles driven, and out-of-pocket expenses
• Casualty and theft losses—amount of damage, insurance reimbursements
• Other miscellaneous tax deductions—union dues, unreimbursed employee expenses (uniforms, supplies, seminars, continuing education, publications, travel, etc.) (for tax years prior to 2018 only)