Before you come in 

Ready to file your taxes?

getting started

When clients are setting their tax appointments, one of the most common questions we get is, "what do I need to bring in?"


The answer to that will vary based on each individuals financial situation and circumstances; however, we have compiled a quick checklist of some common items to help get you started. 


Please be sure to speak with your tax preparer about unique circumstances you may have to make sure you arent leaving anything out. 

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