We are now accepting appointments hurry before they are all booked!
We are now accepting appointments hurry before they are all booked!
Please review the list below to ensure you bring all necessary documents to your appointment. Having the required information ready helps us prepare your tax return accurately and avoid delays.
If you’re unsure whether a document applies to you, bring it anyway.
W-2 forms (from all employers)
Business income records (bank statements, invoices, payment app reports)
Profit & Loss statement (if available)
If you are a new client, we highly recommend bringing a copy of your most recent tax return for review.