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Sunshine Ledgers LLC

Tax Services For Individuals

A quick, secure way to start your return. Most simple filings don’t require a call.

Provo-based, serving clients nationwide. Secure uploads. Transparent quotes based on your forms and complexity.

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Contact

State of Residence on 12/31

Filing

Filing Status
Dependents?

Life Changes (this tax year)

Options

Income Sources

Options

*If you traded often, a consolidated 1099 or gain/loss report speeds things up.

Deductions & Credits

Marketplace health insurance (1095-A)?
Education expenses (1098-T)?
Child/dependent care costs?
HSA contributions/distributions?
IRA contributions outside payroll?
Planning to itemize (mortgage/charity/state tax)

States & Prior Year

Any income in other states?
Who prepared last year’s return?
Do you have last year’s return PDF?
Any IRS/state letters in last 12 months?

Turn Around

Timeline needed
Is your return W-2 only for one state (no marketplace insurance, investments, K-1s, rentals, crypto, or business income) & standard turn around ?

Uploads

W-2s, 1099s, 1098s, 1095-A, ID, prior-year return, or any letters from the IRS.

Consent

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