When you initially contact us by phone or e-mail to make an appointment, we may suggest that you print one or more of the checklists available via this page and fill it out before visiting us. Doing so will provide us with the basic information we will need to help you assess your accounting needs more quickly and accurately.
The information provided on the checklists is general in nature and not intended to provide a comprehensive review of the tax treatment. Not all deductions and credits will be applicable in all cases. Please contact us to determine which credits and benefits you may be entitled to claim.
Visitors to this website are welcome to print the checklists for their own use as well. The worksheets are formatted to print on letter-size paper.
Clicking on one of the following checklist titles will open the corresponding Excel worksheet in a new window.