DO YOU KNOW WHAT YOU NEED TO BRING TO YOUR TAX INTERVIEW?

THIS TAX INTERVIEW CHECKLIST WORKS LIKE A CHARM

This is one of our most popular checklists.  It is the one we give our clients when we set up their appointments.  If your tax preparer hasn’t provided a checklist, you might find this helpful.  Whatever your preference, there are checklists out there for you.  If you like the look of this checklist, click HERE to download a PDF version.