We know your time is very valuable, so we’ve put together a few handouts to help you prepare for your appointment. Getting organized is the most important step.
Our handy Tax Document List will help ensure you gather all the forms you will need to bring with you to your appointment.
Next, our New Client Organizer will assist in collecting information about your individual tax situation. Please complete this form before your appointment. Returning clients will be sent a personalized organizer each January.
If you have further questions on what to bring, contact our office any time. Or when in doubt - bring the item in question with you.