Free personalized screening
Tax Risk Assessment
Get a tax-readiness score, category breakdown, priority next steps, and a downloadable personalized report.
TAKE THE ASSESSMENTResources & client access
Find the right form, portal, or next step.
Use this page when you need to begin your intake, securely submit documents, ask a tax question, or prepare for filing.
Quick access
What do you need to do today?
Choose the option that best matches where you are in the process.
New tax clients
Start Your Tax Intake
Tell us about your filing situation so we can understand your needs and prepare for the next step.
START TAX PREPARATIONExisting clients
Secure Client Portal
Upload tax documents and access your secure TaxWise client space.
OPEN PORTALNot sure where to start
Ask Solstice
Share what is happening with your taxes and get pointed toward the appropriate next step.
ASK A QUESTIONPlanning ahead
2027 Tax Priority List
Join the list for priority updates and early access for the 2027 filing season.
JOIN THE 2027 PRIORITY LISTMoney planning
Financial Guidance Intake
Get started with budgeting, debt planning, tax-aware financial guidance, or credit readiness.
START INTAKESchedule time
Book a Consultation
Choose an available time to discuss your needs after completing the appropriate intake.
BOOK AN APPOINTMENTPrepare for filing
A simple document checklist.
Your exact needs may vary, but these are common items to gather before starting.
Photo ID for each taxpayer
Social Security information
W-2 and 1099 forms
Business income and expenses
Dependent and childcare details
Prior-year tax return
Education or retirement forms
IRS letters or notices
Learn before you file
Clear answers to common tax questions.
Start with plain-language guidance, then reach out when you need help applying it to your situation.
W-2, 1099, notices, and prior-year questions
Learn why a W-2 employee may owe, which records contractors should keep, what to do with an IRS notice, and when to review your tax situation.
READ TAX ANSWERSTax preparation across Dallas–Fort Worth
Learn how Solstice serves DFW individuals, families, business owners, and contractors through a secure virtual process.
DFW TAX PREPARATIONStill unsure which link to use?
Tell us what is happening, and we will help you identify the right next step.