IF YOU ARE A NEW CLIENT:
√ Prior 5 years’ tax returns (or as many of these you can find)
√ Your current tax year information
√ drivers license(s) and social security card(s) for ALL family members
√ STOP BY BETWEEN FEBRUARY 1st AND MARCH 31st
IF YOU ARE AN EXISTING CLIENT:
√ Existing clients do not need to schedule appointments
√ Tax Organizers are mailed every January—just drop it off or mail it in
TAX SEASON REMINDER: It gets busier as the season progresses, so get your materials in early to meet the IRS deadline.