How To Prepare For Your Meeting With Our Tax Advisors
When it comes to any kind of tax preparation or tax-related matter, preparation is key. When you come to us for your appointment with one of our expert tax advisors, you want to be sure you have anything and everything you may need, but there is no sense in bringing unneeded documents. To help you have anything you may need, our tax accountants have taken the time to prepare a tax preparation checklist to help you gather the proper documents for whatever tax issue you are dealing with.
Information and Documents We Need From You:
Personal information
This information tells the IRS exactly who’s filing, who is covered in your tax return, and where to deposit your tax refund.