This worksheet helps ensure your tax documents are complete, and your return is prepared accurately.
Please follow these steps to fill, sign, and securely upload your file.

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This process fully complies with IRS Publications 1345 and 4557, protecting your personal and financial information.

Step 1 — Download the Worksheet

1. Click above to download your Tax Readiness Worksheet (PDF).

2. Save it on your computer in an easy-to-find folder (for example: 2025_TaxDocs_[YourLastName].pdf).

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Step 2 — Complete the Worksheet

1. Open the downloaded PDF using Adobe Acrobat Reader (free at adobe.com/reader).

2. Type directly into all fillable fields:

   • Personal and contact information for both primary filer and spouse

   • Dependent information (if applicable)

   • Filing status (check one box)

   • Document checklist (mark “Attached” or “None”)

   • Notes or clarifications in the “Life Changes” or “Notes” sections

3. Optional: Check any boxes for additional services —

   • Tax Strategy Session

   • Retirement or College Planning Review

   • Referral Program participation

Step 3 — Print and Sign

1. When finished, print the completed worksheet.

2. Use a pen to sign and date the “Certification” section at the bottom of the last page.​

3. Keep your signed original for your personal records.

Step 4 — Scan and Save Your Signed Copy

1. After signing, scan the entire worksheet or take clear, well-lit photos of each page.

2. Combine the pages (if multiple) into one PDF file.

3. Save as:
   Signed_Tax_Readiness_2025_[YourLastName].pdf

Step 5 — Gather and Attach Supporting Documents

Please include all tax documents you marked as “Attached” on the worksheet:

• W-2s, 1099s, 1098s, K-1s

• Business Profit & Loss and Balance Sheet (if applicable)

• Deduction receipts and expense summaries

• Life insurance or annuity statements

• College tuition or funding records

• Health insurance coverage forms (Form 1095-A/B/C)

Ensure all files are clearly labeled and in PDF format before uploading.

Step 6 — Upload Securely (No Login Required)

When your signed worksheet and supporting files are ready:

1. Click this secure link: 🔒 Upload My Tax Documents Securely

2. Enter your name and email address.

3. Drag and drop your signed worksheet and all supporting documents into the upload window.

4. Click Upload Files.

5. Wait for the upload confirmation before closing the page.

Security Standards:
Your files are encrypted using TLS (HTTPS) during transfer and AES-256 encryption while stored — meeting all IRS Publication 4557 data security requirements.

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Step 7 — Confirmation

Once uploaded:

• You’ll receive an email confirming that your documents were received.

• Our team will review your materials and contact you if anything else is needed.

Important Reminders

• Do not email tax documents or identification information — email is not IRS-compliant.

• Always upload through our SecureFilePro portal.

• Keep digital or paper copies for your records.

• If you need help, call(646) 518-8772 or email v.abu@planwithvince.com.

Ready to Begin?

Download Worksheet →

Upload Signed Form & Tax Documents →