New Clients

Document Checklist!

Click and download our document checklist to assist you with gathering the required documents for proper preparation of your tax return(s). Complete this document prior to your appointment with us for efficient preparation of your taxes.

In an effort to protect new clients during the ongoing COVID-19 pandemic the following documentation is needed to secure your identity and prevent taxpayer identity theft.

Good afternoon. We will need the following:

  1. Copy of your drivers license and spouse if married
  2. Copy of your social security card and spouse if married
  3. Copy of social security cards for any dependents listed on your tax return
  4. Copy of last 3 years tax returns
  5. All current 2021 tax documents.
  6. New Client Contact Information Sheet

These can be uploaded to the secure portal at: using the “Guest Exchange”.

We appreciate your business