Welcome to Accounting Solutions – Your Trusted Partner This 2024 Tax Season!

This year, we’re making tax time easier than ever. Our newly simplified system is designed to help you submit your tax information seamlessly, saving you time and reducing stress. We have created three digital forms for you to fill out with your tax information. Additionally we are most excited for our streamlined portal where you can upload all tax documents and track the status of your return once all of your tax information has been submitted.

2024 Tax Season

Please see the forms below and fill out each one necessary for you 2024 taxes. When you are ready, upload all additional tax documents through our secure portal linked below.

*Please note, any missing tax information will delay your tax return preparation

*ALL BUSINESS INFORMATION MUST BE SUBMITTED NO LATER THAN FEBRUARY 28, 2025

Client Portal

What to Submit:
To help us prepare your taxes accurately, please upload the following documents:

  • Income Documents: W-2s, 1099s, K-1s, or any other proof of income.

  • Expense and Deduction Records: Receipts, charitable donation statements, and any applicable itemized expenses.

  • Self-Employment or Rental Records: In addition to the digital form below- Income and expense logs, mileage records, or rental property details.

  • Investment Documents: 1099-INT, 1099-DIV, 1099-B, or any other forms related to investments.

  • Other Tax Forms: Such as 1095-A (Health Insurance), 1098-T (Education), or 1098-E (Student Loans).

Safe, Simple, and Secure: Submit Your Tax Documents Online

Streamline your tax preparation process by uploading all required tax documents directly to our secure portal. This convenient option ensures your information is protected while saving you time and hassle.

Tax Client Intake

To ensure we have everything we need to serve you efficiently, all clients—both new and returning—are required to complete this form. This essential step helps us gather your up-to-date personal information, allowing us to prepare your taxes accurately and provide personalized support.

Please take a few minutes to fill out the form below

*This form is encrypted and secure. All information will be used for tax preparation purposes only.

Business Income/Expense

As a self-employed individual, accurately reporting your income and expenses is crucial to ensuring you maximize deductions and stay compliant with tax regulations. This form is designed to make the process straightforward and stress-free.

Please take a few minutes to fill out the form below

*If you have QuickBooks online, you do not need to fill this out.

Rental Income/Expense

If you own rental property, accurately reporting your income and expenses is essential to staying compliant with tax laws and maximizing your deductions. This form is designed to help you organize and submit the details we need to prepare your return efficiently.

Please take a few minutes to fill out the form below

Schedule Here

Once you have submitted all your tax documents, the tax prep intake form, and any additional forms relevant to your situation, please click the link below to schedule a tax appointment. If you do not wish to schedule a tax appointment, —you’re all set!