What to Bring to Your Appointment
Whatever format you'd like to organize your tax data with, we've got you covered.
The checklist download will give you just that- a checklist of just about everything you will need or could need for your appointment. The tax snapshot questionnaire is a form for you to print and fill out if you'd like regarding your actual numbers for the year. The new client questionnaire is intended to be printed out for new clients to fill out with their general information before their appointments.
***We still will need your official tax forms to verify the information on your forms. So, please make sure to bring them in for your appointment.***