Step 1: Download Form(s)
Choose the form(s) you need from the list below. Click the form to download it. Once you complete your form(s) return to this page to upload them to us along with any other supporting documentation, e.g., W2, 1099, Mortgage Interest Statement, etc.
Upload the original copy of the following forms
via scan or clear photo
Step 2: Email Your Completed Forms
Use the secure email or form below to submit all your documents.
Working for your future
Getting started with us can be simple. We understand that everyone’s situation is unique, and thus it is impossible to list all the items one must bring in for a tax appointment for every type of tax situation. When you make the choice to hire someone else to prepare your tax return, you’ll need to do some of the advance work yourself—and the earlier you start, the better. Round up your receipts and check that you’ve received all the forms you need from employers and financial institutions. Last year’s tax return can be a good guide for making sure you aren’t missing any important information. We will happily help you with your personal and business tax needs. Below are our steps to making this experience as smooth as possible.
Our company is comprised of Tax Services & Business Advisors that have advanced training and knowledge of tax accounting and tax law. LB Advisors analyze a company’s business plan and financial statements to properly advise it about investments, marketing, and potential funding opportunities.