Items to send for your tax appointment

Due to the pandemic, all returns will be prepared remotely this year to protect the safety of our employees and clients. We are providing our clients with the option to mail, email or drop off your documents at our Boston location. We ask that we receive all your tax documents at least one week prior to your scheduled appointment. We will call you at your specified appointment time to discuss the results of your returns.

Thank you for choosing GenerationTax to prepare your tax returns this year. We are highly experienced and qualified tax professionals who know all the latest tax law changes. We will take the time and effort to analyze your specific tax circumstances to identify potential tax deductions and recommend tax saving strategies. To ensure the preparation of your tax returns goes smoothly, please bring the following items to your scheduled tax appointment. Note: Do not send thumb drives. If you choose to mail us your tax documents, please only send hard copies. If you choose to email us your tax documents, please only send one PDF document of all your applicable tax documents.