What to Bring

IF YOU ARE A NEW CLIENT:

√ Prior 3 to 5 years’ tax returns (or as many of these you can find)
If you’re claiming an energy credit, we need your returns from 2006 and forward.

√ Your current tax year information

drivers license(s) and social security card(s) for ALL family members

√ The appropriate pages of this Traditional Organizer.

√ IF YOU ONLY HAVE A COUPLE OF ITEMS, DO NOT DOWNLOAD THE WHOLE ORGANIZER, just complete this one-page Federal Information Worksheet-3, with your own schedules, if any.

√ Likewise, the APPROPRIATE pages of this TAX QUESTIONNAIRE, signed at the top of page 1.

√ Signed and dated IRS Form 2848 and PA equivalent for PA residents

√ Three engagement letters (signed by both spouses, if married, where indicated by a pencil)

√ If that’s too much paper for your printer to print, stop by for all 4 sets- WE ALREADY HAVE THEM.

√ YOU DON’T NEED AN APPOINTMENT – STOP BY, DROP OFF, OR MAIL-IN ALL 4 SETS, BETWEEN FEBRUARY 1st  AND MARCH 31st

Save a Backup Copy of Your TurboTax Tax File

IF YOU ARE AN EXISTING CLIENT:

√  Existing clients do not need to schedule appointments
√ Tax Organizers are mailed at the end of every January—just drop it off or mail it in
√ 24 Hour Secure Drop Box

ALL CLIENTS:

 √  Click the back of this postcard (AND ZOOM IN) for info on how the new Obamacare law affects your income tax return.

 √  TAX SEASON REMINDER: It gets busier as the season progresses, so get your materials in early to meet the IRS deadline.

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