Documents Required (most common)
- Prior year Federal/State Tax Return
- W-2s
- 1099 (G,T, B, INT, SA)
- Identity Protection PIN (if received)
- Social Security Number/Card
- Photo ID
- Bank Account Number/Routing details
Additional Documents
Information Sheet : email info@taxwellness.com to receive the XL sheet
Fill this before you visit us. You could take a printout or email us (check email Security below). Pen drive option is currently unavailable due to security concerns.
Emailing Personal Confidential documents (Security)
We are working towards creating a secure channel of transmission of documents through our website. Till then, you have to bear with us on alternate secure methods.
Option 1
- Intuit Link
Option 2
- Any non-public private/confidential information sent through email should be sent as attachment with password protection
- Use a long password
- Please don’t enclose the password in the email. You can call and give the password.
- Sample Method (Tax Wellness LLC does not endorse any specific method and is not responsible for any stolen data through internet/email).