New to Insight Tax? Please visit Tax Prep: New Clients to get started.
You can email, text, or call us to share the basics we need to move forward.
Simply email clear scans or photos of your W-2s, 1099s, and other tax forms, or text them if that’s easier. You can also drop copies in person or mail them in if you prefer.
To help speed things up, we can send you a quick organizer tailored to your situation (based on last year’s return). This makes it easier to be sure we don’t miss anything important.
We’re here to make the process simple. If you have any questions or need guidance on what to send, just reach out by phone, text, or email.
