IF YOU ARE A NEW CLIENT:
√ New clients are video meetings due to COVID, even if you later drop-off your stuff at the front desk.
√ Prior 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
Save a Backup Copy of Your TurboTax Tax File
IF YOU ARE AN EXISTING (repeat) CLIENT:
√ Existing (repeat) clients do not need to schedule appointments. Existing (repeat) clients can mail or drop-off without an appointment.
√ Tax Organizers are mailed at the end of every January for you to include with your tax info — just drop it off or mail it in
√ 24 Hour Secure Drop Box
ALL CLIENTS:
√ TAX SEASON REMINDER: It gets busier as the season progresses, so get your materials in early to meet the IRS deadline.
