How to begin your stress free Tax Preparation journey, as a New Client

  1. Please review, and sign, the 2015 Client Engagement Letter located here.
  2. Please fill out and answer to the best of your knowledge this Client Tax Organizer.
  3. Prepare for our meeting by gathering all documents pertaining income, totaling all of your itemized deductions, and completing your Business Deductions Checklist.
  4. In order to accurately prepare your tax return, please review the Tax Prep Checklist to ensure you have everything needed in order for us to adequately prepare your return.
  5. Please review the current Schedule, and select the available appointment time that you prefer.
  6. Congratulations! You are all set, and we look forward to meeting you!

Commonly Requested Tax Documents:

How to continue your stress free Tax Preparation journey, as a Returning Client

  1. Please review, and sign, the Client Engagement Letter located here.
  2. Prepare for our meeting by gathering all documents pertaining income, totaling all of your itemized deductions, and completing your Business Deductions Checklist.
  3. In order to accurately prepare your tax return, please review the Tax Prep Checklist to ensure you have everything needed in order for us to adequately prepare your return.
  4. Please review the current Schedule, and select the available appointment time that you prefer.
  5. Congratulations! You are all set, and we look forward to seeing you again!

Commonly Requested Tax Documents: