RESOURCES
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.)
WORKSHEETS
The following worksheets have been provided for your convenience to help you get organized.
ALL CLIENTS
Required for all clients, the following forms can be completed ahead of time or in the office.
If this is the first time coming to our office, this worksheet will help gather general data we need.
OPTIONAL
If you need assistance gathering data, these worksheets can help.
LINKS
The following links are here for your convenience: