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).
2014 Individual Taxpayer Organizer
2014 Individual Taxpayer Organizer – Rental Property
2014 Individual Taxpayer Organizer – Sole Proprietorship
2014 Partnership Tax Organizer
2014 S Corporation Tax Organizer
2014 C Corporation Tax Organizer