Existing Clients – Welcome Back!
We’re glad to have you with us again and look forward to working with you this tax season.
To get started, please contact us to request your personalized tax organizer.
Here are a few quick tips to make tax preparation smoother:
- Gather All Documents: W-2s, 1099s, mortgage interest statements, investment reports, and any relevant receipts.
- Report Life Changes: Let us know about any changes in marital status, dependents, address, or employment.
- Rental & Business Income: Provide full income/expense details, including mileage logs, if applicable.
- Charitable Donations: Collect receipts for both cash and non-cash contributions.
- Estimated Tax Payments: Bring a record of all federal and state estimated tax payments made.
Need help or have questions? We’re just a call or email away.