Next, determine which items on the checklist apply to you.
Once you collect all necessary documents and information, upload it to our secure portal. That way, you can know with certainty that your data is completely protected.
Once we've received everything, our tax team can begin to work their magic.
To learn more about how DiMercurio Advisors can address your tax needs, return to our tax services page.
If we prepared your tax return last year:
If we did not prepare your tax return last year, please upload the following for you, your spouse, and any children or dependents:
Send over as much information as you can — our advisors will help determine what's important and what's not.