STEP ONE

To upload documents to our secure web portal, please click the button below.

Upload Documents

Complete and submit the questionnaire below

STEP TWO

TAX RETURN QUESTIONNAIRE

Are You A Current Client

This portal is designed for current W&M CPAs clients only. If you are a prospective client, please contact us at info@wmcpas.com or (910) 285-5146 before submitting documents.

Name

First Name

Last Name

Spouse Email

Enter N/A if unmarried

Phone Number

Preferred Contact Method

Phone

Preferred Tax Return Delivery Method

Did your family unit change during 2023 (birth, death, marriage, divorce, etc) or did your address change?

Did you make a contribution to a Traditional IRA or ROTH IRA?

Did you pay any dependent care expenses? (ie. daycare, summer camp, etc)

At any time during 2023, did you receive, sell, send, exchange, or otherwise dispose of any financial interest in any virtual currency?

Did you purchase a "clean energy" vehicle?

Did you make energy efficient improvements OR install a vehicle charging station to your main home?

Did you obtain Marketplace health insurance through healthcare.org?

Are you or your spouse the owner of any single member LLC's? (SMLLCs)

If you are due a refund, would you like your refund to be deposited directly into your bank account?

Additional Information

Please include any details you feel may be important to preparing your tax return