New Client

Tax Appointment Checklist

Here is a checklist of what to bring to your first appointment:

– Fill in and email/ print the client organizer that pertains to you below
– Drivers License or other picture ID for You and your spouse
– Social Security cards for yourself, spouse, and dependents.
– Checking/ Savings Routing and Account #. (or bring a blank check)
– Last year’s tax return (helpful but not required).

Individual:

pdf_icon 2014 Individual Taxpayer Organizer

pdf_icon 2014 Individual Taxpayer Organizer – Rental Property

pdf_icon 2014 Individual Taxpayer Organizer – Sole Proprietorship

Business:

pdf_icon 2014 LLC Tax Organizer

pdf_icon 2014 Partnership Tax Organizer

pdf_icon 2014 S Corporation Tax Organizer

pdf_icon 2014 C Corporation Tax Organizer

Worksheets:

pdf_icon Mileage Log

pdf_icon Itemized Deductions Worksheet

pdf_icon Rental Property Worksheet

pdf_icon Sole Proprietorship Worksheet