top of page

She iMpAcTz Solutions & iMpAcTz Tax Pro is qualified to offer you the services you require.  We are highly competent in preparing tax returns for all fifty states because we are committed to keeping our tax preparation abilities sharp with continuing education courses throughout the year.

We at  SHE iMpAcTz Taxes are aware that filing taxes may be a difficult undertaking. To make it more comfortable and effective for our clients, we have simplified our procedure. Here is a step-by-step instruction sheet to assist you with the intake procedure and supply the required paperwork:

You are on your way to filing your taxes. Read and sign the engagement letter and proceed to Step 2.

We require specified documentation to substantiate the information provided in the intake form in order to guarantee that your tax return is thorough and correct. The following is a list of papers you could require:

  • Identification (ID): Please be prepared with a government-issued ID, such as a passport or driver's license, for verification reasons.

  • Revenue Sources: Gather every W-2 form you received from every job you had during the tax year. Make sure you acquire the necessary supporting documentation, such as 1099 forms or financial statements, if you have numerous sources of income, such as self-employment or rental income.​

  • Credits and Deductions: Gather any 1098 paperwork relevant to costs associated with your school, such as interest on student loans or tuition. Additionally, acquire any receipts or supporting paperwork for any expenses that are tax deductible, including mortgage interest, property taxes, medical costs, and charitable contributions.

  • Dependent IDs: If you have dependents, please have their social security numbers and identification documents readily available.



Step 2: Fill Out the Intake Form

Simply use our user-friendly online intake form to get started. This form will collect the vital data needed to correctly prepare your tax return. Your name, contact information, social security number, and filing status are just a few of the specifics we want. Our tax professionals' understanding of your particular tax status is built on the intake form.

Step 3: Upload Documents

It's time to safely submit the required papers into our site after you have completed the intake form and acquired the essential paperwork. Make sure the papers are stored on the device you are using to fill out the intake form because our system is set up to accept digital files. There is no longer a requirement for sending physical copies of documents via mail or submitting documents in person.

Phone Operator

Step 4: Completion

Our devoted team will go to work as soon as you submit the intake form and upload your supporting papers without error. We recognize the value of rapid service, therefore one of our knowledgeable tax specialists will check your information and documents within 2  to 24 hours. To confirm receipt of your papers and go through any other information required to finish the tax filing process, they will get in touch with you.

Step 1: Gather the Necessary Paperwork

Click on the link and complete the form. Submit all documents to ensure your taxes get filed quickly.

Our goal is to make the preparation process as simple as possible for you and, through careful planning, reduce your tax burden. Depending on what is most convenient for you, your tax preparation intake and interview can be performed in person, by mail, or by email. Whatever your situation, we are here to provide you with the greatest guidance to help you overcome the difficulties of life.
Our qualified staff can help you with all of your requirements, whether you need assistance with current-year taxes, tax planning, or tax education.

bottom of page