Client Checklist

Client Checklist2024-01-05T10:22:36-05:00

Tax Preparation Checklist

My goal is to make the tax preparation and filing process as easy as possible for you. I’ve compiled a checklist of everything I need from you so I can take care of the fun stuff!

In addition to tax information, please bring:

  • Notices you’ve received from any taxing agency

  • Driver’s license for each taxpayer (Including teenagers if they will be filing)

  • Birth certificates and social security cards for any new children

  • Small business, rental income and expenses (Forms available here)

  • Verification of home address—let me know if you’ve moved

  • Verification of banking information for direct deposit of refunds (Recommended)

Returning clients, your 2023 organizer will be available in your portal.  If you do not have a portal and want one, please let us know.  If you would like your organizer emailed to you, just let us know.  Please review this organizer and the personal information to make sure everything is up to date.  Your organizer can be included in with your tax documents.  Thank you!