Ready to Start Your Tax Return? It's Easier Than You Think.

We understand tax season can feel overwhelming, but getting started with Prestige Tax Group is simple, secure, and stress-free. You don't need every document to begin — upload what you have now, and we'll guide you through the rest.

Don't Have Every Document? No Problem.

One of the most common worries is feeling like you need everything perfectly organized before you can start. Not with us! Whether you're missing a form, haven't organized everything, or are unsure what to upload, our process is designed to be flexible. Just send us what you have, and our expert team will review it, follow up with any questions, and let you know if anything else is needed. We're here to help you every step of the way, making sure nothing is overlooked.

Your Personalized Document Checklist

Don’t worry — you don’t need everything to begin.
Upload what you have and we’ll guide you.

To make things even simpler, we've broken down common documents by client situation. Find the section that applies to you and see what's typically needed. Remember, this is a guide, and you don't need everything on this list to begin your tax return.

Individuals & W-2 Employees

  • W-2 forms
  • 1099-INT, 1099-DIV, 1099-B (interest, dividends, stock sales)
  • 1099-R (retirement distributions)
  • SSA-1099 (Social Security benefits)
  • Education forms (1098-T, 1098-E)
  • Childcare expenses (provider's name, address, EIN/SSN)
  • Mortgage interest (1098)
  • Property taxes paid
  • Donation receipts
  • Health insurance forms (1095-A, B, C)
  • State and local income tax refunds (1099-G)

Self-Employed & 1099 Contractors

  • All documents for individuals (if applicable)
  • 1099-NEC or 1099-MISC forms
  • Summary of income and expenses (bank statements, spreadsheets, or accounting software reports)
  • Mileage logs
  • Home office expenses (square footage, utility bills)
  • Receipts for business assets purchased
  • Estimates of quarterly taxes paid

Business Owners

  • Prior year business tax return
  • Profit & Loss (P&L) statement
  • Balance Sheet
  • General Ledger (if available)
  • Bank statements
  • Payroll reports (if applicable)
  • K-1s received from other partnerships/S-Corps
  • Estimates of quarterly taxes paid
  • Shareholder/Partner distribution details

Ready to Begin? Your Secure Upload Awaits.

Your privacy and data security are our top priorities. Our secure client portal ensures that your sensitive information is protected every step of the way. Once you click the button below, you'll be directed to a safe environment where you can easily upload all your tax documents. Even if you only have a few items right now, get started! We'll confirm receipt and reach out with any questions or requests for additional

information.