2020 Tax Prep Toolkit

Help us find every tax deduction and credit you are eligible for—our tax review tool will help you fully prepare for your meeting with us.


When using this Tax Prep Toolkit you are submitting sensitive information. Because of this there are a few things to know:

Review this form and make sure you gather all of the required information before filling it out. Your information is stored on your local machine/device until you click submit. If you refresh or close the page your progress will be lost.

This information should only be transmitted over a trusted wifi connection and NOT a wireless (mobile phone) or public wifi connection.

Please acknowledge the time/device constraint and security information above.