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You have an Appointment Coming Up

This is what you need to do for your upcoming appointment. 

If you can follow through with these steps days or weeks beforehand, then your appointment will be quick and smooth!

Due to high volume of appointments during tax season we are constantly improving our methods for getting your taxes done in a timely manner. 

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If none of these steps are done beforehand then it is difficult to get everything completed in your 2 hour appointment and a second appointment may need to be made. 

Taxes: Start Here

Our goal is to help you get your taxes done as efficiently and as correctly as possible. 

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To that end, here is where you should start!

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Click below to download your own tax booklet.

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This booklet is comprehensive. Don't panic at it's size, not everything will apply to you.

 

Just do your best and then send it to us.  

Learn more
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Small Business Owners,
before your tax appointment

Fill out the tax booklet linked above.

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Plus if you are a new client please fill out this client booklet.

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Small Business Owners,
One Last Thing

If you do not currently use an accounting software you will need to create a spreadsheet of your income and expenses.

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We can create that spreadsheet for you but it will cost an extra fee.

 

Either way- that spreadsheet will be needed before your appointment.  

Have questions?

We are here to assist. Contact us by phone, email or via our Social Media channels.

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