Be sure to bring ALL your paperwork.

​

If you're not sure what to bring, download our Tax Preparation Checklist.

• ALL appointments are generally 15 minutes, enough time to review your documents with your preparer and discuss any questions or concerns you may have regarding your return. 

• If your tax situation is complicated, please let us know when making your appointment so we can book additional time with your preparer and not delay someone else's appointment. 

• If you are a NEW CLIENT, please indicate that this is your first time on the form below. Your preparer may request prior years tax returns and other information.