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 provides us with the basic information we 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.
Corporate Tax Preparation Checklist
Personal Tax Information Checklist
Self-Employment and Unincorporated Business Checklist