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READY, SET, FILE!
Let’s make your tax filing day quick, clear, and stress-free. This checklist outlines exactly what to bring so we can handle your return efficiently and unlock every deduction you’re entitled to. Having your documents organized ahead of time helps us focus on what matters most—getting you the biggest refund possible. Review the list, gather your info, and come ready to file like a pro. Still have questions? Just reach out—we’ve got your back!
PERSONAL INFO
INCOME DOCUMENTS
DEDUCTIONS AND CREDITS
DIRECT DEPOSIT INFORMATION
BUSINESS OWNERS & SELF-EMPLOYED INDIVIDUALS
-OR-
INVESTMENT INFORMATION
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