Tax Prep Checklist:
What to Gather Before Filing?
Tax season is here and we want to help you get on the right track today! Our firm has prepared a comprehensive checklist to help make taxes less complicated.
Don’t forget to ask us how you can get your $5 gift card this tax season (Hint, we tell you later in the email)!
If you are an existing client, Click HERE→ to log in to our secure site for access to your customized tax planning checklist.
New to the firm, but really want to know what you'll need come tax time?
Click HERE→ Individual Income Tax Checklist
Click HERE→ Business Tax Checklist
So you want your $5 gift card? All you have to do is submit you completed checklist with ALL your tax documents when we meet this tax season and we will give you a gift card.
If you have any questions, please contact us or schedule an appointment.