A SHORT FORM TO UPDATE YOUR CONTACT INFORMATION AND TO BRING US UP TO SPEED WITH YOUR TAX SITUATION THIS YEAR. PLEASE COMPLETE THIS FORM AND BRING IT WITH YOU TO YOUR APPOINTMENT OR TO DROP-OFF WITH YOUR OTHER TAX DOCUMENTS. ​

WHAT YOU CAN EXPECT AND WHAT WE EXPECT FROM YOU BEFORE AND AFTER WE PREPARE YOUR TAXES. ​

A BASIC CHECKLIST OF DOCUMENTS WE NEED FOR TAX PREP.

WARNING: DEPENDING ON YOUR INDIVIDUAL CIRCUMSTANCES WE MAY NEED ADDITIONAL DOCUMENTS NOT LISTED HERE. ​