Tax Filing Made Simple. Fast. Secure.

Where's My Refund?

No upfront tax prep fees! Pay from your refund using Refund Transfer.

💰

No upfront tax prep fees! Pay from your refund using Refund Transfer. 💰

Everything you need to file your taxes quickly and securely is right here. Upload documents, access your portal, or check your refund status below.

01
Secure Document Upload

Upload your tax forms, W-2s, 1099s, and receipts safely through our encrypted client portal.

02
Easy Client Communication

Message us securely, review your return, and sign electronically once your taxes are ready.

03
Expert Tax Preparation

Individual, business, amended returns, and IRS assistance handled professionally and accurately.

START YOUR TAX RETURN

HOW TO WORK WITH US

What services do you offer?

1

We provide individual and small business tax preparation, amended returns, ITIN assistance, and ongoing advisory support. We also assist with business setup, technology systems, and reporting solutions.

How do I get started?

2

Create or access your secure client portal account and upload your documents. If you have questions before getting started, you can email us at info@gacadvisor.com and we’ll guide you through the next steps.

What documents do I need?

3

Most clients need a government-issued ID, Social Security cards (or ITIN letters), W-2s, 1099s, and any relevant income or deduction records. See our checklist below for full details.

How long does the process take?

4

Turnaround time depends on complexity, but most standard returns are completed within the same day once all documents are received.

PREPARING FOR TAX DAY

Use these tips to help you prepare for you appointment

Required documents to keep on file:

  • Copies of Drivers License or State IDs

  • Social Security Cards

  • Proof of Residence for dependents claiming EIC

Income documents:

  • Income from jobs: forms W-2 for you and your spouse

  • Investment income—various forms 1099 (-INT, -DIV, -B, etc.), K-1s, stock option information

  • Income from state and local income tax refunds and/or unemployment: forms 1099-G

  • Taxable alimony received

  • Business or farming income—profit/loss statement, capital equipment information

  • If you use your home for business—home size, office size, home expenses, office expenses

  • IRA/pension distributions—forms 1099-R, 8606

  • Rental property income/expense—profit/Loss statement, rental property suspended loss information

  • Social Security benefits—forms SSA-1099

  • Income from sales of property—original cost and cost of improvements, escrow closing statement, cancelled debt information (form 1099-C)

  • Prior year installment sale information—forms 6252, principal and Interest collected during the year, SSN and address of payer

  • Other miscellaneous income—jury duty, gambling winnings, Medical Savings Account (MSA), scholarships, etc.

(Use our handy IRS document search tool for your documents)

How can I check on my tax refunds? Tax Related Web-sites/phone numbers: IRS www.irs.gov IRS Get Refund Status IRS Inquiry Phone: (800) 829-1040

Other tax documents:

  • IRA contributions

  • Energy credits

  • Student loan interest

  • Medical Savings Account (MSA) contributions

  • Self-employed health insurance payments

  • Keogh, SEP, SIMPLE and other self-employed pension plans

  • Alimony paid that is tax deductible

  • Educator expenses

  • State and local income taxes paid

  • Real estate taxes paid

  • Personal property taxes—vehicle license fee based on value

  • Estimated tax payment made during the year, prior year refund applied to current year, and any amount paid with an extension to file.

  • Direct deposit information—routing and account numbers

  • Foreign bank account information—location, name of bank, account number, peak value of account during the year

Tax deduction documents:

  • Child care costs—provider’s name, address, tax id, and amount paid

  • Education costs—forms 1098-T, education expenses

  • Adoption costs—SSN of child, legal, medical, and transportation costs

  • Home mortgage interest and points you paid—Forms 1098

  • Investment interest expense

  • Charitable donations—cash amounts and value of donated property, miles driven, and out-of-pocket expenses

  • Casualty and theft losses—amount of damage, insurance reimbursements

  • Medical and dental expenses

Tax Return Help

Need help with your taxes?

If you have questions about your return, documents, or filing status, contact G.A.C. Advisory for assistance.