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Feel the B2BU Tax Service Difference

New clients, download the  Tax Organizer Document by clicking the Download Here button below. This is used by new clients to gather their documents for submission, for processing.

Upload your documentation directly to our site by clicking the Upload Documents button below. By doing this clients will no longer have the stress of remembering to provide documents at the time of processing.



  • W-2, earnings statement or pay stub for W-2 download

  • Driver's license(s) or State ID

  • Social Security card(s)

  • Last year's federal and state tax returns

  • Dependent information such as Social     

  • Security numbers and birth dates

  • Tax documents related to Medical and  

  • Educational expenses

  • Tax Prep Checklist

*Other documents you might need :

  • Family

  • Income sources

  • Work expenses ( not previously reimbursed)

  • State & Local taxes

  • Savings & Investments

  • Real Estate