2026 Tax Check-in - Prestige Tax & Accounting
Confirm what changed in 2026 and which tax documents to expect, then continue to the secure questionnaire.
It's tax time! Tell us what changed in 2026 and which documents to expect. On the next page you'll complete our secure tax questionnaire.
Client ID
Your Name (First, Last)
*
First Name
Last Name
Email
*
example@example.com
What changed for you in 2026? (check all that apply)
Moved / new address
Married or divorced
New dependent (birth, adoption, or someone moved in)
New job or lost a job
Started, bought, or sold a business
Bought or sold a home
Took retirement withdrawals
Bought or sold cryptocurrency
Have foreign bank accounts or income
Received a letter from the IRS or state
None of these
Which tax documents should we expect? (check all that apply)
W-2
1099-NEC / 1099-MISC
1099-INT / 1099-DIV
1099-B (brokerage)
K-1
1098 (mortgage interest)
1098-T (tuition)
1095-A (marketplace health insurance)
HSA forms (1099-SA / 5498-SA)
Charitable donation receipts
Childcare expenses
Other
Other documents
Did you make estimated tax payments in 2026?
Yes
No
Not sure
Would you like a call before we start your return?
Yes
No
Best days and times to reach you
Anything else we should know?
Continue to Secure Questionnaire
Should be Empty: