Client Checklists & Tax Planners
Make the most of your time in our office. Download and fill out our client checklists to help you prepare your tax documents before you come in for your appointment.
Here are a couple to get you started:
Client Checklist
Client Organizer
College Scholarship Checklist
Sale of Principal Residence
Business Owner Compliance Checklist
There are many more, including additional checklists for your homeowner's return, your unreimbursed employee business expenses and your small business. Existing clients can log in or create an account in order to download these files.
More checklists and Planners are available in the Client Downloads Section.
If you need us to provide a copy of your tax return to any third party, such as a mortgage company, you must fill out, sign and provide us with this disclosure form: RELEASE OF INFORMATION DISCLOSURE
There are a number of reasons you may want to, reasons that could put some money back into your pocket.