Tell us about general changes such as a new job, a move, family changes or a different income source. Leave identifying numbers and document details out of the initial request.
Personal tax
Your life changes.
Your tax questions do, too.
A new job. A move. A growing family. Start with the parts of your year you want to discuss.
Discuss your return, scope and fees in a 15-minute initial consultation.
Your year in context
What changed?
What needs attention?
A general description gives the initial consultation a useful starting point. TaxDash confirms availability and scope before an engagement.
Income
Mention the general types of income involved, without copying forms into your first message.
Home and property
A move, home ownership or rental activity can be useful context for the conversation.
Family changes
Share general changes in your household or dependents; keep identifying details private.
Records and prior years
Say whether forms are missing or corrected and whether a prior-year question is involved.
From separate details to a clearer picture
IncomeEmployment · business · investments
Life changesHome · family · states
RecordsPrior year · current year
A focused review
- Questions identified
- Records grouped
- Missing items discussed
- Next steps understood
The preparer reviews the information. Nothing files automatically.
Keep the full picture
Different records.
One clear process.
Tell us what changed since your last return. A prior-year return can help frame later questions, but it does not establish this year’s facts.
Before sharing sensitive documents, contact TaxDash for instructions. We’ll explain the appropriate next step.
Document questions →Official information
Straight from the IRS.
Tap a card for the official guidance on each topic.
Personal-tax questions
Useful answers before you begin.
Records, missing documents and preparer review—explained in general terms.
Tell us what changed this year.
Start with a short consultation. No documents needed for the first inquiry.
Or email contact@taxdashusa.com.