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Tax Preparation Capital Financial Consultants

Start Your Tax Intake With a Simple First Step.

Begin when you are ready. Complete the information you have now, and gather or share any remaining records during follow-up.

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  • 16 years of experience
  • Knowledgeable tax support
  • Available when questions arise

A Clearer Way to File

A Simpler Tax Season Starts Right Here.

Secure & Convenient

Submit your information and tax documents through our secure online process from wherever you are.

Thorough Preparation

Your return is carefully prepared with a focus on accuracy, compliance, and the details that matter.

Support You Can Count On

Get clear communication and knowledgeable guidance throughout the filing process.

Professional tax preparation made simple, secure, and convenient—available to clients nationwide.

Before You Begin.

To make completing your tax intake easier, please have your tax documents and information available before you get started.

  • Personal InformationHave your photo ID, Social Security numbers or ITINs, current address, and basic personal information available for you, your spouse (if applicable), and any dependents.
  • Income DocumentsGather all income documents you received, including W-2s, 1099s, retirement income, unemployment, Social Security income, investment income, and any other income received during the year.
  • Dependents & Tax CreditsIf you’re claiming dependents or certain tax credits, have information available for childcare expenses, education expenses, tuition, health insurance, and other documents that may apply to your return.
  • Self-Employed or Business OwnersHave your business income and expenses, mileage information, 1099s, bookkeeping records, and other documents related to your business available.
  • Other Tax DocumentsGather any additional documents that may apply, including mortgage interest, property taxes, charitable contributions, estimated tax payments, retirement contributions, prior-year tax information, and IRS or state tax notices.

Don’t worry if you’re unsure whether something applies to you. Complete the questions that apply to your situation, and we’ll let you know if any additional information or documentation is needed.

What Happens Next.

  1. 1

    Complete Your Intake

    Answer the questions that apply to your tax situation and provide the requested information.

  2. 2

    We Review Everything

    We’ll carefully review your intake and documents to make sure we have what’s needed to move forward.

  3. 3

    We’ll Follow Up

    If we have questions, need additional documentation, or need to discuss your return, we’ll contact you using your preferred contact method.

  4. 4

    Your Return Is Prepared

    Once we have the necessary information and your engagement is confirmed, we’ll begin preparing your return and guide you through the remaining steps before filing.

Ready to Get Started?

Complete your tax intake as thoroughly and accurately as possible. Don’t worry if you’re unsure about a question—we’ll review your information and follow up if anything else is needed.

Start Your Tax Intake

Need to discuss your situation before getting started? Book a consultation.