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