Resources

A simple path for new and returning clients.

Use this page as general guidance only. Melissa should confirm the final document checklist and process for each client.

  1. 1

    Reach out to Melissa

    Use the contact page for a normal inquiry. Do not send sensitive tax information through the form.

  2. 2

    Confirm the document process

    Melissa will provide the appropriate way to share tax documents. This website does not currently accept secure uploads.

  3. 3

    Prepare your records

    Gather W-2s, 1099s, identity documents, dependent information, prior-year context, and other relevant records.

  4. 4

    Stay connected

    Watch for reminders, follow-up requests, and updates from Gibbs Tax Services as your return moves forward.

Future Client Portal

Planned for later, built separately and securely.

The future client portal may support secure document uploads, checklist status, requests from Melissa, e-signature steps, return progress, and notifications. It is not part of this public website MVP and will not expose the current desktop app’s development backend.

FAQ

Common questions before tax season starts.

How do I get started?

Contact Gibbs Tax Services with a general inquiry. Melissa can confirm whether she is accepting new clients and explain the next step.

What documents should I bring?

Common documents may include W-2s, 1099s, prior-year tax information, dependent details, identity documents, income records, deduction records, and any tax notices. Melissa should confirm the final checklist for your situation.

How should I send sensitive tax documents?

Do not send Social Security numbers, tax documents, or other sensitive information through the contact form. Use only the secure method Melissa provides.

When should I contact Gibbs Tax Services?

Reach out as early in tax season as practical, especially if you expect missing documents, life changes, business income, or questions about prior-year information.

Do you accept new clients?

This needs confirmation from Melissa. The site currently uses a placeholder answer until availability is provided.