Before your appointment, please ensure you’ve gathered all the necessary documents by reviewing the checklists and organizers we’ve provided, below. 

This helps us complete your tax return accurately, on time & without any back-and-forth.

• Quick Tip: Double-check the list before your appointment to avoid any delays.
• Need Assistance?: Missing forms or need clarification? Let us know in advance.

The better prepared you are, the quicker we can get your taxes done!