Preparing for your tax appointment
I have provided several tools on the web-site to help you prepare for your tax appointment or to mail or drop off your tax infomation. Before you call or drop off your information, please:
1) Review the 22 most often forgotten items (under worksheets)
2) If you are not sure if you may have new deductions this year, review the client organizer (under “client tools”)
3) If you have a small business and use your vehicle for business, print and fill out the vehicle worksheet (under forms & worksheets)
4) If you have an office in your home for your small business, print and fill out the Home Office Worksheet (Forms & worksheets)
By taking these few steps before you come in you will save us both some time and trouble.
-Thank you!
