What to bring
Income Documents
Make sure to bring all your W2’s, 1099’s, and any other forms that prove what income you had.
Rental Income and Expenses
If you are renting out your home or even a room in your home, you need to download and fill out the rental income worksheet, Schedule E. Please fill out 1 sheet for each property you are renting.
Business owners and gig workers
If you are running a business or a gig worker please download and fill out the business income worksheet, Schedule C. Please fill out one for each business or gig.
Cryptocurrency or NFT
You mush complete an 8949 form calculated by determining your basis and net gains or losses. We DO NOT endorse any one provider over another. We WILL NOT calculate your trades for you.
This can be done on sites like:
Tokentax.co
Zenledger.io
Cryptotrader.tax
Changelly.com
Bear.tax
Bitcoin.tax
Taxbit.com
Koinly.io
CoinTracker.io