Don't feel like coming in? No Problem! This checklist can help you prepare for tax day (spoiler alert, its the same as the 'what to bring' list).
You can use one of these trackers to keep track of which Documents you'll need to get your taxes filed
Not sure what documents to bring? This checklist will help you figure out what you need to be prepared for tax day.
All Tax Clients - please download or print out and fill out this questionnaire, then either upload it with your supporting documents or bring it in so our tax professionals can quickly and accurately file your taxes.
If You Own a Business - please download or print out and fill out this questionnaire, then either upload it with your supporting documents or bring it in so our tax professionals can quickly and accurately file your taxes.
If You Own an Income Property - please download or print out and fill out this questionnaire, then either upload it with your supporting documents or bring it in so our tax professionals can quickly and accurately file your taxes.