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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.
Check out our endorsed providers list!
As a tax professional, I often get asked about these services. Here's who I recommend!
Full scale accounting, bookkeeping, payroll, etc. for small business. Over 25 years experience.
Contact Cathryn for more information.
E: [email protected]
Investments, life insurance, retirement planning, and more! Sheila will take great care of you.
Ashelie will make your business deductions easy! Just send her your receipts and she will organize and total them for you!
Got everything together?
Book an appointment!