Client Documents

Items to Bring to Appointment – A detailed list of items needed by most taxpayers for tax preparation.

2015 Organizer – This organizer helps summarize income and expenses for most taxpayers.  Also, see the list of items to bring with you.

Consent Form – Our consent form complies with IRS regulations regarding disclosure of tax information.  This form is needed for each occasion where tax information will be disclosed to a third party.

Mileage Log – Due diligence requires a written mileage log.  This spreadsheet complies with IRS guidelines and makes tracking mileage simple.

Salvation Army Valuation Guide – Use this guide to help you figure the value of items donated to charitable organizations.

Record Retention List – A list of types of records and the suggested retention time frame.