Tax document checklist
Answer a few questions to build a list of documents to gather. Your checklist answers stay in your browser.
Open the checklistVirtual individual tax preparation
Tax preparation.A person to call.
Work directly with me for your individual tax return. You’ll get a written quote up front, a secure way to share documents, and someone to ask when questions come up after filing.
Based in Westfield, Indiana Virtual appointments
Work directly with me
I handle your intake, preparation, and return review.
Know the fee up front
Review the work and price in writing before you commit.
Ask questions year-round
Brief questions about a return I prepared are included at no extra charge.
Services
Help with your individual return.
Tell me about your situation. I’ll confirm the forms and states I can handle and provide a written quote for your return.
Individuals and families
Wages, interest and investments, retirement income, dependents, and common deductions and credits.
Freelance and small business income
Schedule C for self-employment, gig work, and sole-proprietor businesses.
Rental and farm income
Rental property and farm activity reported on your individual return, including Schedules E and F.
State returns and amendments
Help with supported state filings, moves between states, and changes to a prior-year return.
How it works
From first conversation to filing
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Tell me what you need
Share your tax year, the states involved, and a brief description of your situation.
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Review your quote
I’ll send the scope and fee in writing. If you’d like to proceed, sign the engagement letter.
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Share your documents
Complete the intake I send you, then use the checklist and Encyro to gather and share your records.
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Review and approve
We’ll go over your return and any questions. You approve and sign before I e-file.
Client resources
Get your documents ready.
Secure document upload
When I request your documents, use my Encyro upload page to share your tax forms and supporting records.
Open secure uploadFAQ
Common questions
How much will my return cost?
Your quote depends on the forms, states, and work involved. I’ll send the price and what it includes in writing before you decide.
Can I work with you remotely?
Yes. We can discuss your return by phone, exchange records through Encyro, and complete the review and signatures remotely.
What follow-up is included after filing?
Brief questions about a return I prepared are included throughout the year. If you need additional work such as an amendment, new calculation, or notice response, I’ll explain the scope and agree on any fee with you before starting.
Can you help if I moved or worked in two states?
Tell me which states you lived and worked in during the tax year. I’ll confirm whether I can prepare the returns you need before we begin.
Get a quote
Let’s talk about your return.
Start with a brief conversation at no charge. Share the tax year, the states involved, and what you need help with.
Email for a quotemichael@michaeltawadros.com
Use secure upload for tax documents and sensitive records.