Personal Tax
Submission steps and related documents.
1.
For returning clients please review the client organizer which is located in your client portal under AJ's documents.
2.
Organize documents into these categories: AJ's Forms, Expenses, Income & Miscellaneous.
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Don't forget to tell us if you have moved!
3.
Download and complete the 1040 engagement letter found on this page and upload it along with all tax documents into their correct folders.
4.
AJ's Staff will review and begin processing documents.
5.
Aj's staff will upload your completed tax return and request you sign the e-file authorization forms and upload them back to us.
6.
The last step is to print off your local return, sign, attach copies of your w-2 and send it in.
7.
The Last step is sit back and enjoy the rest of your year.