Personal Tax Preparation Built Around Your Financial Life
Tell us a little about your tax situation so we can identify the appropriate next step. Do not submit Social Security numbers, banking credentials, or sensitive tax documents through this initial inquiry.
Personal Tax Preparation for Real-Life Situations
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W-2 Employees & Families
Support for individuals and families with W-2 income, dependents, deductions, and credits so your return reflects your actual financial life.
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Self-Employed & 1099 Income
Guidance for self-employed taxpayers and 1099 earners, including income, expenses, and estimated tax considerations.
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Investment, Retirement & Rental Income
Support for investment income, retirement income, and rental properties so multiple income sources are handled in one organized process.
1. Get Started
2. Submit Documents Securely
3. Preparation, Review & Filing
SECURE DOCUMENT PORTAL • PROFESSIONAL PREPARATION • YEAR-ROUND TAX SUPPORT
Get Ready Before You Start
Having your documents organized before tax preparation begins can help reduce delays, follow-up requests, and missing information. Your exact document requirements will depend on your individual tax situation, so use this checklist as a starting point. Tell us a little about your tax situation so we can identify the appropriate next step. Do not submit Social Security numbers, banking credentials, or sensitive tax documents through this initial inquiry.
Have Your Documents Ready?
Explore our specialized tax services to ensure your return is handled accurately and professionally based on your unique situation.
1. Personal & Household Information
- Government-issued photo identification
- Social Security numbers or taxpayer identification information for individuals included on the return
- Spouse information when filing jointly
- Dependent information
- Current mailing address
- Prior-year tax return, especially for new BRG clients
- Identity Protection PIN (IP PIN), if issued by the IRS
Protect Your Information
Do not send Social Security numbers, tax returns, banking credentials, passwords, or sensitive tax documents through ordinary email, text message, or social media. Use BRG's approved secure document process.
2. Income Documents
- W-2s
- 1099-NEC
- 1099-MISC
- 1099-K
- 1099-INT
- 1099-DIV
- 1099-B
- 1099-R
- SSA-1099
- Unemployment income documents
- K-1s
- Rental income records
- Other taxable-income documentation
3. Self-Employment & Small Business
For Schedule C and self-employed clients, gather:
- Business income records
- 1099 forms
- Business expense records
- Advertising and marketing expenses
- Supplies
- Professional fees
- Insurance
- Business-use vehicle information
- Equipment/assets purchased
- Business-use-of-home information, when applicable
- Contractor/payment records
- Other relevant business records
Not every expense is automatically deductible. BRG will review your information based on current tax rules and your situation.
4. Dependents, Childcare & Education
- Dependent information
- Childcare provider information
- Childcare expenses
- Form 1098-T
- Qualified education expense documentation
- Student loan interest documentation
- Scholarship/grant information where relevant
5. Home, Property & Investments
- Mortgage interest statements
- Property-tax information
- Rental property income and expenses
- Property purchase/sale information
- Investment transaction statements
- Brokerage tax documents
- Cryptocurrency/digital-asset tax records where applicable
6. Health, Retirement & Other Tax Documents
- Health Savings Account documents
- Retirement contribution information
- IRA documentation
- Pension/retirement distributions
- Marketplace health insurance Form 1095-A
- Charitable contribution documentation
- Other tax-related statements relevant to your circumstances
7. Tax Payments & Prior Filings
- Federal estimated tax payments
- State estimated tax payments
- Extension payments
- Prior-year carryforward information
- IRS or state tax notices
- Amended-return information
- Records for unfiled prior years
Ready to Start Your Personal Tax Intake?
Tell us a little about your tax situation so we can identify the appropriate next step. Whether you have W-2 income, 1099s, or rental property, our intake process ensures your return is built around your financial life.
Do not submit Social Security numbers, banking credentials, or sensitive tax documents through this initial inquiry.