Get Started With Taxes
Taxes don’t have to be stressful. If you’re ready to get started, fill out the intake. We’ll review everything and follow up with clear next steps.
Serving Red Wing and nearby - Minnesota and Wisconsin.
Step 1
Intake
Answer a few questions so I know what you’ve got going on.
Step 2
Upload Documents
Use the secure upload link (please don’t email SSNs).
Step 3
Review + Next Steps
I’ll review and follow up with clear next steps.
What to Gather (If You Have It)
Last Year’s Tax Return (PDF) — Keeps things consistent
W-2 — Wages from an employer
1099-INT / 1099-DIV — Bank interest and dividends
1099-R — Retirement/pension distributions
SSA-1099 — Social Security benefits
1099-G — Unemployment or state tax refund
1098 — Mortgage interest (homeowners)
1098-T — Tuition (if applicable)
1095-A — Marketplace health insurance (if applicable)
HSA Forms (1099-SA / 5498-SA) — HSA activity (if applicable)
1099-B or Brokerage Summary — Investment sales (if applicable)
1099-NEC / 1099-K + Expenses — Self-employment/gig work (if applicable)
Don’t overthink this. Start the intake now. This list just helps you remember the usual forms.
If you’re missing something, that’s okay—we’ll sort it out after we connect.
Calm, straightforward, and friendly guidance for your tax prep.
Simple. Clear. Done Right.
Riverbend Books and Tax is here to make your tax prep easy.
Serving Minnesota and Wisconsin with care and accuracy.
FAQ Section
Welcome to our FAQ section where we address common questions to help you navigate our services with ease.
What happens after I submit the intake?
Once you submit your intake, I'll carefully review the details and reach out with any follow-up questions and the next steps in the process.
How long does it take?
The time it takes depends on the completeness of your documents and the current workload. I'll provide a clear timeline after reviewing your intake.
Do you work with Minnesota and Wisconsin returns?
Absolutely, I handle tax returns for both Minnesota and Wisconsin residents with precision and care.
What if I’m missing a form?
Don't worry if you're missing a form. Start the intake process, and I'll guide you on what's needed and assist you in locating any missing documents.
Ready to Begin?
Complete the intake form and to get started. I'll guide you through the next steps.
