Need a Tax Preparation Checklist?

Of course! Everyone needs one. Click the link in the image below to be redirected to our web page where you can download our preparation checklist in a PDF format.

A special note to taxpayers: the more prepared you are for your tax return, the better. Please be understanding of the preparers who assist you in the preparation and filing of your tax return. As your tax professional, we are applying our understanding of the tax code to your specific tax situation. Please do not undermine the importance of an accurate tax return and the precautions we take to ensure all the information is correct. Every line entry we make is a position we are taking in good faith that we have the substantial authority to back it up under the revenue laws of the US tax code.

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