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~Everything you need to succeed at tax time~

1. What to Bring to Your Tax Appointment

Wondering what you'll need? We've got your covered! This list includes the items that we will need in order to write your tax return. Also, if you haven't yet, make sure to fill out the new client intake form.

See What Items You Need
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2. Everything You Need to Maximize Your Deductions

1099's, small businesses, self-employed, this is your saving grace at tax time. This will help you organize receipts, calculate totals, and ultimately maximize your deductions!

View Deductions Total Sheet 

Got everything together?

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