Before You Schedule

What to Have Ready Before Scheduling Your Appointment:

For personal taxes, gather your W-2’s, 1099’s, records of deductions or credits (e.g., medical expenses, charitable donations, etc.). If you are a new client, we will need your previous year’s tax return as well. For business taxes, have your profit and loss statement, balance sheet, records of business expenses, and relevant 1099’s or payroll documents. Being prepared ensures a smooth scheduling process and efficient filing.