Strategic Financial Services for Individuals and Business Owners
Strategic Financial Services for Individuals and Business Owners
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At Tarver & Partners Financial Services, we serve as a trusted financial partner, providing structured, strategic support to individuals and business owners.
At Tarver & Partners Financial Services, we serve as a trusted financial partner, providing structured, strategic support to individuals and business owners.
Start Intake Form
Click above and complete the intake form. This helps us determine your filing status, income sources, and credits before reviewing documents.
2. Document Upload
Click above to securely upload your documents. See required documents below before submitting.
3. Expert Review
Once documents are received, we will review your file and contact you within 24-48 business hours if additional information is needed.
4. Sign and FIle
You will receive your tax documents for electronic signature before filing. Once signed, your return will be submitted to the IRS.
DOCUMENT UPLOAD CHECKLIST
Required for ALL Clients
Identity Verification
Valid Government-Issued Photo ID
Social Security Card (or ITIN letter) for taxpayer
Income Documentation
All W-2 forms
All 1099 forms received (1099-NEC, 1099-MISC, 1099-K, 1099-INT, 1099-DIV, etc.)
If Applicable (Special Circumstances)
Health Insurance
Form 1095-A (Marketplace Insurance Only)
Education
Form 1098-T
Student Interest Form (1098-E)
Homeownership
Mortgage Interest Statement (1098)
Property Tax Document
Copy of lease (if renting)
Retirement & Investments
IRA Contributions
Form 1099-R (retirement distributions)
Brokerage 1099 statements
Childcare
Childcare provider statement (with EIN or SSN)
Business Owners
Profit and Loss Statement
Expense Summary
Prior year depreciation schedule (if applicable)
SUBMISSION GUIDELINES
Upload clear photos or PDF copies only
Ensure all four corners are visible
Do not crop or obscure Social Security Numbers
Submit all documents at one time when possible
If additional documentation is required, we will contact you directly
All documents are submitted through our encrypted secure portal to ensure confidentiality and protection of your information.
Support & Contact
Support & Contact
Have a question? We're here to help. If you run into any issues with the intake form or document upload, please don't hesitate to reach out. Our goal is to make this process as seamless as possible for you.
Email us: TAPfinanicalservices@gmail.com
Hours:
Monday-Thursday: 11 AM - 6 PM
Friday: 9 AM - 2 PM
Saturday: CLOSED
Sunday: 11 AM - 5 PM
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