Below is a list of the most common items clients forget to bring to their tax appointment.
Personal Taxes
Direct Deposit Info - Social Security Number - Form
1098-T - Sales Tax on Vehicle Purchases - 1099-R's - Unemployment
Document - Copy of Last Year Return (New Clients).
Business Taxes:
Sales Tax Returns
Payroll Reports
Depreciation Schedule Loan Interest
Loan Balances. Download
Our Tax Appointment Worksheet
Organizers:
