How The Process Works
A straightforward virtual process from document collection to completed return
A straightforward virtual process from document collection to completed return
Your information and documents stay fully protected in our encrypted client portal.
Get Started
Complete the initial questionnaire and sign the engagement letter.
Submit Your Documents
Provide the documents needed to prepare your return. Documents accepted include PDFs, Word documents, and images.
Review Your Return
We will prepare your return and reach out if any additional information or clarification is needed. Review the prepared return when it is finished.
Sign and File
Approve the return, complete the required signatures and payment, and receive your final documents.
You may pay by credit card, debit card, or ACH, or choose to pay from your refund (see Pricing).
Prior-year tax return (prior two years is preferred)
W-2s and 1099s
Interest and dividend statements
Records for dependents
Business, rental or farming income and expenses
Investment or digital asset records
K-1 forms
Mortgage interest and property tax information (1098)
Charitable contribution records
Health insurance or Marketplace information (1095-A)
Medical expense summaries
State tax documents
W-2s showing tips or overtime (Box 12 codes TP and TT)
Car loan interest statement and the vehicle's VIN
1099-K forms from payment apps or online marketplaces
Childcare provider name, address, tax ID and amount paid
Dependent care FSA amounts (W-2 Box 10)
Cash donation receipts, even if you don't itemize
Estimated tax payment dates and amounts
Business mileage, split by Jan–Jun and Jul–Dec if you have it
Bank account and routing numbers, for direct deposit of your refund or to pay any tax you owe
Don't worry about the paperwork - we'll provide easy instructions to safely upload documents.
Our secure client portal accepts PDFs, Word documents, and photos. It does not accept Excel files. If your records are in a spreadsheet, you can:
Save or print it as a PDF and upload that through the portal, or
Email the original spreadsheet to admin@axiomhorizontax.com if you are comfortable sending it by email.
Begin your enrollment through our secure client portal, or email us with any questions first.