Back to top

Tax Checklist

Being prepared for tax season could expedite your return and reduce your taxes. We have prepared a list of items that are present on most returns. Not every category will apply to you, so just pick those that do, and make sure you have that information available when you come see us.

1040 Tax Checklist

Click here to download your Tax Preparation Checklist.

Clic aquí para obtener su lista para la Preparación De Impuestos Personal.

New Client Information Request

Click here to download Company Information Request (Forms 1120, 1120S, 1065)

Clic aquí para obtener el informe de información de la empresa(Forms 1120, 1120S, 1065)

Click here to download Personal Information Request (Form 1040)

Clic aquí para obtener la Solicitud de Información Personal (Form 1040)