AMR Tax & Accounting العربية

Let's get your tax return started

Three simple steps, about 15 minutes in total. Finish them before your appointment and we can get straight to work.

  1. 1

    Sign your engagement letter & consent

    About 3 minutes · e-signature

    Required before we can prepare your return. It explains what we'll do, what we need from you, and our fees. If you file jointly, your spouse signs too.

    Sign now
  2. 2

    Answer a few questions

    5–10 minutes

    Tell us about your household, dependents and work so we can claim every credit you qualify for.

    Start questionnaire
  3. 3

    Upload your documents

    Secure upload · photos or PDFs

    Snap a photo or upload files straight from your phone. Everything goes into your private client folder.

    Upload documents
    What should I upload?
    • Photo ID for you (and your spouse)
    • Social Security cards or ITIN letters for everyone on the return (new clients)
    • All W-2s and 1099s (NEC, K, MISC, INT, DIV, B, R, G, SSA-1099, unemployment)
    • 1098 mortgage interest, 1098-T tuition, 1098-E student loan
    • 1095-A if you had Marketplace health insurance
    • Child care provider name, tax ID and amount paid
    • Proof your children lived with you (school or medical records)
    • Self-employed: income records, 1099-K, expense totals, mileage log
    • Last year's tax return, if we didn't prepare it

    Not sure? Our tax organizer builds a personal checklist for you.

You're all set — thank you!

We'll review everything and reach out if anything else is needed.

Open my Client Portal
Please don't email or text tax documents.Photos of IDs and Social Security cards should only go through our secure upload page.

Questions? WhatsApp us · (732) 500-5941 · Email
Need to change your appointment? Reschedule here

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