Call (808) 529-1040

Tax Prep Checklist

Dollar bills background

Tax Prep Checklist

Our Tax Prep Checklist will help you organize your tax information and make sure you don't miss any important forms.
 
Please complete the following steps to take advantage of this tax organizer.
 
1. Click on the "Tax Prep Checklist" button below to bring up the form in a new window.
 
2. Print the Checklist by clicking on the printer icon on the top of the screen.
 
3. Fill out all the information you can.
 
4. Call us and schedule a meeting.
 
5. Bring the completed Checklist and all supporting documents to the meeting.

Tax Prep Checklist

You will need Adobe Acrobat reader to view and print the form out. If you do not have Acrobat Reader, click on Windows(R) or Macintosh(R) to download it.

Please contact us at the office any time if you have questions.