Resources
A tax organizer, and the questions we hear first.
Gather the year before you sit down. Check items off as you find them — it stays on this device, and it never asks for a Social Security number.
Tax organizer
Use this before your appointment, or while you box the year for drop-off. Check items off as you find them — it stays on this device. Existing clients can upload to the portal instead of carrying a box. This list will grow; tell us what you always wish was on it.
Check items as you gather them. Saved on this device only — nothing is sent to the firm.
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Personal information
Income
Adjustments & deductions
Business owners (Schedule C, E, or S corp)
Notices & special facts
Questions
Bring the file in. We will take it from there.
Call or text the office. Existing clients can also use the portal.