Here are a few documents you may want to refer to before coming in for your appointment:

Client Information Sheet - use this form to give us your personal information - names and SS#s of all family members, birth dates, contact info, etc.

Individual Tax Checklist - refer to this form for typical items you may need to collect for your tax appointment.

Business Summary Checklist - refer to this form for a template to help organize your business information.

Rental Summary Checklist - refer to this form for a template to help organize your rental property information.

Corporate Information Sheet - use this form to provide us with basic information about your business.