Let's Begin

Gather Your Documents

📌 Check the tax checklist (picture to the left) for a list of required documents for you and your dependents.

🔹 Additional documents you may need to submit:
✅ Mortgage documents
✅ School tuition records
✅ Daycare expenses
✅ 1099 forms (for contractors or self-employed individuals)
✅ Business tax documents (if applicable)

✅ Health Insurance forms (1095-A, 1095-B, 1095-C)

✴️ If you Have an IP PIN please notify your preparer and take a screenshot of it to share with your preparer.

Check Your IRS Account

🔗 Visit the IRS website: [Get Your Transcript]
✔️ Set up your account and take a screenshot of your "Account Balance" tab
📤 Upload this screenshot to the app.

Upload Documents

🔒 Use the Taxes to Go app to securely upload all necessary documents.

Taxes To Go

Final Step!

📲 In the app, go to "My Tax Code" (found in Settings).
📸 Take a screenshot and send it and your email address to 512-290-8157.

⚡ This notifies us to begin processing your return! Please note that we may have a few clients ahead of you, so we appreciate your patience.

Need to File Back Taxes?

📅 If you need to file taxes from before the current tax year (2024), text us at 512-290-8157 after April 15th with your full name and the years you need to file.

🚀 Thank you for choosing SWA TAXTeam!