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