When coming to your tax appointment, please provide at or before our first meeting copies of three prior years tax returns (five prior years if you are in business)  Also, please bring Current Year Information, including W2's, 1099's, Sale of Assets Information,  and a Computer File or General Ledger.

Tax Organizer

This Tax Organizer is designed to help you collect and report the information needed to prepare your income tax return. The attached worksheets cover income, deductions, and credits, and will help in the preparation of your tax return by focusing attention on your special needs.

Download the PDF -   Tax Organizer

Updated!

2006 Fee Schedule

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