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Preparation and official sources

Tax Resources in One Place

Prepare for your appointment, check your refund status, and access official IRS and Massachusetts tools directly.

Call now (978) 398-8866

Quick access

Official tax tools

These links open government websites in a new window.

03

Gather your documents

Use the IRS guide to organize records before filing.

View IRS guide
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Massachusetts personal taxes

Official information for filing and paying state personal income taxes.

View Mass.gov
06

Get a tax transcript

Request a transcript of a prior return or tax account online.

Get a transcript

Preparation checklist

What to gather before your appointment

Exact records depend on your situation. Use this list as a practical starting point.

Personal information

  • Prior-year return, if available
  • Identification and tax information for people included on the return
  • Bank information for a deposit or payment, when applicable

Income

  • W-2, 1099, and other income forms
  • Self-employment income and supporting records
  • Investment, retirement, or rental income records

Expenses and credits

  • Business expenses organized by category
  • Applicable education, dependent-care, or housing records
  • Estimated payments and deductible contributions

Changes and notices

  • A move, marriage, divorce, or new dependents
  • Starting or closing a business
  • Tax notices received and their response deadlines

What to expect

A simple, secure process

  1. 01

    Call first

    Describe your situation without sharing sensitive numbers or documents.

  2. 02

    We confirm the service

    We define the scope and identify the records that apply.

  3. 03

    Use the approved channel

    We explain how to share documents through the secure process.

  4. 04

    Review before filing

    We discuss important points and file after your approval.

Protect your information

Tax documents require a secure channel

Do not send Social Security numbers, ITINs, banking information, identification, or tax documents through public forms or ordinary email.

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