Tax Documents to Send to Our Team

We’re excited to start working on your taxes and maximize your savings! To help us accomplish that, here are a few documents we need from you. Please reach out to our team if you have any questions. We’ll work with you to make sure we are not missing any important information.

Business Tax Documents

We’ve worked hard to keep your books updated and organized throughout the year. Now it’s time for the finishing touches! Here are some examples of information we may need from you after the year has ended. Please upload all that apply to your business.

Personal Tax Documents

Throughout January, you’ll receive several fun tax documents in the mail—it’s like a second Christmas for accountants! Once you receive these, please upload them to your Mazuma Dash. Be sure to upload all that apply to you. Here are some examples of the information we may need: