We have put together a few documents to help you get started with your tax return for this year.
Click on the 2023 Tax Season Check List to make sure you have everything you need to prepare for your appointment with us.
Need an extension? No worries!
Click on the Extension Instructions to see what we will need from you to make sure your extension is filed timely.
Click on the 2023 Tax Season Check List to make sure you have everything you need to prepare for your appointment with us.
Need an extension? No worries!
Click on the Extension Instructions to see what we will need from you to make sure your extension is filed timely.
2023 Check List
Click on the download button above to download the 2023 Tax Season Check List
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Leah's Letter
Click on the download button above to download Leah's tax season letter
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Extension Instructions
Click on the download button above to see what we will need from you to file your extension
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Dependent Exemption Release
Click on the download button above to see Form 8332 for your Dependent Exemption Release
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W2 and 1099 Info
Click on the download button above to see required information for W2s and 1099 forms
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Corporate Check List Info
Click on the download button above to see the Corporate Checklist for 2023 returns
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