Tax Appointment Checklist

Here is a checklist of what to bring to your first appointment:

– Fill in and email/ print the client organizer that pertains to you below
– Drivers License or other picture ID for You and your spouse
– Social Security cards for yourself, spouse, and dependents.
– Checking/ Savings Routing and Account #. (or bring a blank check)
– Last year’s tax return (helpful but not required).

Worksheets:

 Mileage Log

 Itemized Deductions Worksheet

 Rental Property Worksheet

 Sole Proprietorship Worksheet