Here Are the Documents You’ll Need to Get Started
At SCG Financial, we’re here to make your tax filing process smooth, secure, and efficient. Whether you’re filing early or close to the deadline, getting your documents together is the first step to ensuring accurate and timely service.
Below is a checklist of everything you need to begin working with us for the 2025 tax year or DIY.
1. Personal Tax Document Checklist
This checklist helps you gather all necessary forms—W-2s, 1099s, deductions, credits, and more.
Download the Checklist
2. Personal Tax Organizer (First Two Pages Only)
Please complete the first two pages to provide a snapshot of your tax situation.
Download the Organizer
3. Engagement Agreement
We require a signed engagement agreement before services begin. This document outlines our terms and ensures transparency.
Download the Agreement
4. Submit Your Payment
To officially begin the process, payment for your tax preparation service is required. You can securely pay online using the link below:
Click Here to Pay for Service
5. Upload Your Documents
Once you’ve completed the checklist, organizer, and agreement—and submitted your payment—please upload your documents in one of the following ways:
After your upload, we recommend scheduling a short 15-minute Zoom meeting to go over your file and ensure we have everything we need.
Need Help?
We’re here to support you every step of the way. If you have any questions or need help completing your documents:
Book a 15-Minute Zoom Meeting
Schedule Your Zoom Call
Let’s make this tax season simple, fast, and stress-free.