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Bay View is open all year for letters and past years.

Paperclip Tax Co. · Milwaukee
Book
Document checklist

What to bring to your visit.

Tick off what you have. Your list stays on this device so you can come back to it, and you can print it to bring along. Missing something? Come anyway. Most gaps can be filled once you're here.

Everyone
Income
Kids, school & care
Home & health
Self-employed

Only if you worked for yourself.

Sending us your papers

You're trusting us with your Social Security number and your bank details. Here's exactly how they travel and where they stay.

Hands sorting paper receipts on a flowered kitchen tablecloth next to a roll of tape

  • 1

    Secure upload

    After you book, we text or email you a link to our client portal. Files are encrypted when they're sent and while they're stored. Photos from your phone are fine if they're readable.

  • 2

    Please don't email your SSN

    Regular email isn't private enough for Social Security numbers, bank details or ID photos. Use the portal, bring the papers, or drop them off in person.

  • 3

    Drop-off envelope

    At any office, put your papers in one of our envelopes. We seal it, write a receipt and log it in front of you. Originals come back at pickup.

  • 4

    How we keep it safe

    We keep a written data security plan, as the IRS expects of every tax office. We check your ID before we release a return, and we keep copies only as long as the rules require.

General information, not tax advice. Your situation decides what applies to you; a preparer will go over it with you. Not every form applies to every household, and some returns need papers not listed here; your preparer will tell you if anything else is needed.

Got most of it? Book a time.

Book a time at any of our three offices or on video. The fee is set before we start, and nothing comes out of your refund.

Book a time Call (414) 555-0148
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