Before your appointment

To make things simpler, we've put together a checklist to help you prepare for your tax preparation appointment. You may not need every item we have listed so pick the ones that apply to your tax situation. You can always print this list and check items off the list as you receive them.

File Format Size Action
Taxpayer Checklist PDF 130 KB Download
New Client Info Sheet PDF 175 KB Download
Profit/Loss Statement PDF 2 MB Download