Make sure to bring all your W2’s, 1099’s, and any other forms that prove what income you had.
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.
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.
Our fees are $5/per trade. To avoid this fee you must 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. The following sites charge between $50-$200 depending on number of transactions: