Client Onboarding

Welcome to Ames 2 Please Taxes. This page outlines what you can expect when working with me, along with a checklist of documents you may need for your tax preparation. My goal is to make this process clear, calm, and accessible for every client.

Client Expectations

• You will receive clear communication and step‑by‑step guidance throughout the process.
• Appointments will be paced to support your communication and processing needs.
• You may request written summaries, slower pacing, or breaks at any time.
• All documents must be submitted through the secure portal unless otherwise arranged.
• Turnaround times may vary during peak tax season; I will always communicate realistic timelines.
• You will be notified promptly if additional information or clarification is needed.
• Respectful, judgment‑free support is provided to all clients, including neurodiverse individuals.

Document Checklist

Please gather any documents that apply to your situation:

• Two forms of ID, one of which should be a government issued picture ID
• W‑2 forms from all employers
• 1099 forms (NEC, MISC, INT, DIV, K, R, SSA, etc.)
• Self‑employment income and expense records
• Business mileage logs
• Investment statements or composite reports
• Retirement income statements (1099‑R)
• Social Security statements
• Education forms (1098‑T, 1098‑E)
• Childcare provider statements
• Health insurance forms (1095‑A, B, or C)
• Property tax statements
• Mortgage interest statements (1098)
• Charitable donation receipts
• IRS or state tax letters received during the year
• Last year’s tax return (if you are a new client)

If you’re unsure whether a document is needed, feel free to ask — I’m happy to help you determine what applies to your situation.