What to Bring to Your Appointment
After making an appointment with our office for your tax preparation, we will ask you to bring the following:
Copy of last year's tax return
Social security card for everyone being claimed if no copy of the last year's tax return is available
Check from your checkbook for routing number and account number information
A New Client Form filled out (available on this web page or from our office)
Check from your checkbook for routing number and account number
We ask for this each year because banks change these so often.
Please make use of the following quick links to these documents!
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