TAX PREP DOCUMENTS CHECKLIST

The documents required for tax preparation depend on your specific circumstances. To assist you in getting ready for your tax appointment or filing on your own, we’ve created a helpful checklist of the forms you'll need.

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Our schedule is now open for next year’s tax preparation, and availability fills up fast. Book your appointment today to lock in your preferred date and time. Whether it's tax planning, consultations, or filing, we're here when you need us.