What to include in your message
You can share the kind of return you need, whether you have W-2 or 1099 income, and any life change or document question you want to discuss. Do not send sensitive tax documents through an initial message unless instructed through a secure process.
What to have nearby
If available, keep your prior-year return, income forms, dependent information, and a short list of questions nearby. You can begin even if your file is not complete.
- Prior-year federal or Georgia return
- Income forms
- Dependent information
- Questions about deductions, credits, or filing status
- Any notice or deadline that needs attention
Information on this website is general in nature and is not tax, legal, or accounting advice.