Know what to send before you send it.
Answer a few questions and this page prints the documents your situation actually needs, and nothing more.
Private by design. Your answers stay in this browser tab. We don’t collect, store, or track them, and we keep no copy of the PDF, so we have no record of this form until you send it to us. Don’t include Social Security, EIN, or account numbers.
A few questions. One printable list.
Every answer either adds a group to your list or leaves it off. None of the questions is a test, and none of the answers is a problem.
Built from what we ask for anyway.
Send what you have
You do not need a complete set to start. Send the documents through secure guest access on the file exchange. No account is needed, and nothing goes by email. We tell you what is still missing in one message rather than five.
Or bring it to the intro
If you would rather talk first, the list doubles as an agenda. Fifteen minutes with the principal, at no charge, by video, phone, or in person. It is for scoping only and includes no tax advice.
A packing list for your return.
It does not give advice
The list tells you what to gather. What any of it means for your return is a question for a licensed CPA with the documents in hand. That is the whole reason the list exists.
It does not send anything
None of your answers is submitted, logged, or emailed. The site records only that a list was built, the same anonymous count it keeps for any click. See the privacy policy.
It is not exhaustive
A real engagement surfaces documents no questionnaire predicts. Treat the list as the opening set. We will ask for the rest once we can see what you have.
It does not price the work
Volume and complexity drive the fee, and neither is knowable from a checklist. Published floors are on the pricing page; the scoped number comes after we see the file.