TAX DOCUMENTS CHECKLIST

Know what you need to file taxes with our tax prep checklist

Small business owner?

Block Advisors can help you get things in order before you file.

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  • File yourself online any time, on any device

  • Self-paced tax prep for simple returns
  • Easy doc upload from phone, computer, or tablet
  • File yourself online with live expert help

  • Complex tax situations
  • Options for deductions, investors, & self-employed

At home, in office, or drop off

  • Online, in person, and hybrid options

  • Expert support for unique tax situations
  • Request to work with the same pro or get a new one

20 million+
filed with us in 2024

SMART TAX REFUND

A personalized savings tool for your refund

The Spruce mobile banking app could help you make the most of your tax refund by recommending a portion to save when you get it. The amount you save earns high-yield interest after you opt in.

interest money received on Spruce