Due to high volume of appointments during tax season we are constantly improving our methods for getting your taxes done in a timely manner.
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.
To that end, here is where you should start!
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 through Taxdome.
If you're a new client with us we will also need a copy of the previous year's tax return.
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.
We can create that spreadsheet for you but it will cost an extra fee.
Either way- that spreadsheet will be needed before your appointment.
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