Our Guide for Your Next Tax Service Appointment
DOCUMENTS TO BRING TO YOUR APPOINTMENT
We make it easy to walk in prepared! Please review the list below and if you have any further questions or concerns, email or call us to speak to your tax pro or one of our qualified staff members!
If applicable, you will need to bring the following:
If you have schedules such as farming and rental property, please remember to bring all expenses associated with it.
Please remember to bring all income as well. We have expense sheets specifically geared towards farming and rental property on this site for your convenience! Simply select the tab Forms and it's that simple!
PLEASE COME PREPARED WITH ANY AND ALL DOCUMENTS YOU HAVE THAT MAY IMPACT YOUR TAXES! DO NOT LIMIT YOURSELF TO WHAT IS ON THE OUR LIST! BRING WHAT YOU HAVE AND LET OUR TAX PROS REVIEW THE DOCUMENTS! IT IS BETTER TO BE OVER PREPARED THAN UNDER PREPARED!
If you get to our office and realize you forgot or never received a document, no matter how important, please do not cancel or reschedule your appointment. Notify the receptionist when you arrive and they will assist you to see if there is a way to retrieve the document online. However, even if a duplicate cannot be produced, we still want to see you on your scheduled appointment!