For a basic list of information that you may need when coming in to have your taxes prepared, please see our Tax Prep Checklist.
If you are a returning client where we prepared your prior year tax return and would like to request a detailed Client Organizer, we can send organizers as .pdf files attached to an email. Please email us to request your organizer - include your full name, address and email address where you would like to receive your organizer.
(Prior to sending the organizer, we will ask for identity verification.)
The following worksheets have been provided for your convenience to help you get organized.
The following links are here for your convenience: