Submit Your Tax Documents

Mason H Ross Jr helping clients review tax documents at Ross & Associates Tax Office

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Have a question about your tax documents? We’re here to help.

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Recommended: TaxesToGo. Use our mobile app option to complete intake and send your tax documents from your phone.

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Prefer the website? Complete the intake form on this page and upload all requested documents. Choose one intake method; our team will guide your next steps.

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Learn with the Ross & Associates Tax Office team

Complete your client intake and upload the requested documents. Our team is here to help with your next step.

Taxpayer Information

First Name *

Last Name *

Email *

Phone *

Street Address *

State *

City *

Postal Code *

Date Of Birth *

Social Security Number *

Taxpayer photo ID — front and back *

PDF, JPEG, JPG or PNG ( max 4 Files )Upload BOTH sides of the primary taxpayer’s current driver’s license or government-issued photo ID. Use separate clear images or a complete PDF; up to 4 files.

Filing Status

What is your filing status? *

Single

Head of household

Married filing separate

Married filing joint

Qualifying Surviving Spouse

Spouse Information

Spouse First Name *

Spouse Last Name *

Spouse Phone Number *

Spouse Email *

Spouse Date of Birth *

Spouse Social Security Number *

Enter all 9 digits as XXX-XX-XXXX. Double-check against the spouse’s Social Security card.

Did your spouse have income? *

Spouse Sources of Income

Please confirm all your spouse's sources of income *

Wages (w2)

Unemployment Benefits (1099-G)

Interest (1099 INT)

Dividends (1099 DIV)

Digital asset / cryptocurrency transactions

Social Security (SSA)

Self employment

Alimony Received

Canceled debt (1099 C)

Gambling (win/loss statement)

(1099 NEC/1099 MISC)

Other Income

Did your spouse receive a 1099NEC or 1099 MISC? (Self Employed/Contractor work) *

Dependent Information

Are you claiming dependents, and if yes, how many?

Dependent Name

Dependent Date of Birth

Dependent's social security number

Dependent #2 social security number

What is your relationship to your dependent?

Dependent #2 Name

Dependent #2 Date of Birth

What is your relationship to dependent #2

Dependent #3 Name

Dependent #3 Date of Birth

Dependent #3 Social Security number

What is your relationship to dependent #3

Dependent #4 Name

Dependent #4 Date of Birth

Dependent #4 Social Security number

What is your relationship to dependent #4

Sources of Income

Please confirm all your sources of income *

Wages (W2)

Unemployment Benefits (1099-G)

Interest (1099 INT)

Dividends (1099 DIV)

Digital asset / cryptocurrency transactions

Social Security (SSA)

Self Employment

Alimony Received

Canceled Debt (1099 C)

Gambling (win/loss statement)

1099 NEC/1099 MISC)

Other Income

Did you receive a 1099NEC or 1099 MISC? (Self Employed/Contractor work) *

Self Employment/Contractor Income

How did you keep track of your expenses? (Select all that apply): *

Quickbooks

Rising Stock

Other Accounting Service

I kept track of them myself

I didn't keep track of my expenses

Other

Did you keep records of your receipts? *

Investments

Did you sell any crypto/virtual currency?

Did you sell any stocks or investments/pull money out of a mutual fund? (Form 1099-B)

Did you (or your spouse) contribute to an IRA (Select all that apply)

Employer Sponsored

Roth (Outside of employer)

Traditional (Outside of employer)

None of the above

Expenses and Deductions

Please check applicable deductions *

Medical expenses

Property taxes

Mortgage Interest (1098)

Student loan interest

Private mortgage insurance

Educator expenses

Health savings account (1099 SA/5498 SA)

Tuition (1098 T)

N/A

Other Less Common Events

Did any member of the household receive an Identity Protection PIN from the IRS? *

Yes

Healthcare Coverage

Did you have health insurance last year? *

Yes

Did you purchase it through the marketplace? *

Yes

If you or a member of your household had Marketplace health coverage for the tax year being filed, please upload the applicable Form 1095-A. If you have not received it or need help locating it, contact your Marketplace or your Ross & Associates Tax Office Professional before submitting your documents.

Direct Deposit

In the event you're due a refund, do you prefer direct deposit? (recommended) *

Please list the financial institution (bank name) *

Routing Number *

Bank Account Number *

Confirm Your Submission

is Complete

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Once you hit the submit button below your information will be sent over to our team for review.

If we require any additional information we will contact you.

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Taxpayer Social Security card *

Upload the taxpayer’s Social Security card

PDF, JPEG, JPG or PNGUpload a clear, readable copy of the primary taxpayer’s Social Security card. Use the separate spouse and dependent sections for their cards.

Taxpayer selfie *

Upload your clear, recent selfie

JPEG, JPG or PNGPrimary taxpayer only: upload one clear, recent selfie with your full face visible. Married clients must also provide a separate spouse selfie—two total.

Spouse photo ID — front and back

PDF, JPEG, JPG or PNG ( max 4 Files )For married clients: upload BOTH sides of the spouse’s photo ID. Use clear complete images or a PDF. The spouse’s selfie and Social Security card belong in their separate sections.

Spouse Social Security card

PDF, JPEG, JPG or PNGUpload a clear, readable copy of the spouse’s Social Security card. Check that their legal name and number match the information entered.

Spouse selfie

JPEG, JPG or PNGUpload one clear, recent selfie of the spouse with the full face visible. A married couple supplies two selfies total, one per spouse.

Additional dependents — number 5 and onward

List EVERY dependent after the first four, one person per entry. Include the total number of dependents. Upload their Social Security cards and supporting records in the dependent-documents section.

Family IP PIN details — how many and for whom

Enter the NUMBER of family members with IP PINs. For EACH, list their full legal name, relationship and applicable filing year. Identify the matching upload by filename. Do not type PINs here.

Family IRS IP PIN letters or screenshots

PDF, JPEG, JPG or PNG ( max 25 Files )Upload EACH person’s complete IRS IP PIN letter or a clear screenshot showing their name, applicable year and full PIN. Name the file with the person’s name; never put an SSN or PIN in the filename.

Verify every dependent and prior-year claiming details

For EACH dependent, confirm you checked their legal first/last name, SSN and birth date against their card/records. State who claimed them last year, any changes, other potential claimants and IP PIN status.

Documents for ALL dependents

PDF, JPEG, JPG or PNG ( max 50 Files )Upload every dependent’s Social Security card and applicable identity, residency, school, childcare and custody/support records. Include additional dependents beyond four. Label files with names, never SSNs.

Taxpayer income — ALL W-2s, 1099s and other records

PDF, JPEG, JPG, PNG, XLSX, XLS or CSV ( max 99 Files )Upload ALL income documents for the tax year: every W-2, applicable 1099, K-1, business/rental income and expense record, and other income statement. Include every page. Tell us about anything still missing.

Spouse income — ALL W-2s, 1099s and other records

PDF, JPEG, JPG, PNG, XLSX, XLS or CSV ( max 99 Files )Upload ALL spouse income documents for the tax year, including every W-2, applicable 1099, K-1 and business/rental record. Include all pages and identify whose document each file contains.

Deductions, credits and supporting records

PDF, JPEG, JPG, PNG, XLSX, XLS or CSV ( max 99 Files )Upload all applicable deduction and credit documents, expense summaries, receipts and other supporting tax records. Include complete pages and identify the person and tax year.

Marketplace health coverage — ALL Forms 1095-A

PDF, JPEG, JPG or PNG ( max 25 Files )Upload every applicable household Form 1095-A for the tax year, including corrected forms and all pages. Identify covered family members. Contact our team if a form is missing.

Tax year for this intake *

Identify the tax year these documents cover. If you need help with multiple years, contact our team before submitting another packet so earlier records can be preserved.

Final review — document completeness and missing items *

Before submitting, double-check legal names, Social Security numbers and dates of birth. Confirm all applicable records are uploaded or identify missing items. Do not type SSNs, bank numbers or IP PINs in this box.

Your next steps after submitting

1. Look for your receipt. Check your inbox and spam folder for our acknowledgment.

2. We review your packet. Your preparer checks your information and documents and contacts you about anything missing.

3. Stay connected. Already submitted here? No need to repeat intake in TaxesToGo. Our team will guide your review and next steps.

Questions? Call or text 725-353-8293

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Contact Us

Main line725.324.7787Call our tax office

VIP call / text725.353.8293Call or text our team

General inquiries[email protected]

Contact Mason[email protected]Mason H Ross Jr

Contact Daisy[email protected]Daisy Le Ross

Appointment optionsPhone · Zoom · In-office · MobileIn-office and mobile visits require confirmation.

Personal service. Clear guidance.

Tax preparation, amendments, and bookkeeping for individuals, families, and businesses. Led by husband-and-wife team Mason and Daisy Ross, with remote support and confirmed local appointments.

Tax preparation services — not a law firm

Ross & Associates Tax Office provides tax preparation, amendments, bookkeeping, and related support within the scope of your engagement. We are not a law firm and do not provide legal advice or legal representation. Website content is general information; personalized tax guidance requires a review of your circumstances. Clients must provide complete and accurate records and review and authorize their returns before filing. Tax preparation does not guarantee a refund, a particular refund amount or date, or an IRS or state-agency outcome. Professional fees are explained after review; applicable bank-product, service-bureau, transmitter, and government charges are separate unless expressly included in your written quote. Legal matters should be directed to a licensed attorney. Send sensitive tax documents only through the secure method provided by our team.

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Submit Your Tax Documents

Complete your client intake and upload the requested documents. Our team is here to help with your next step.