Tax season checklist
What to bring to your intro call
Response times run slower between mid-January and April 15th, because most of the firm is in returns rather than on the phone. Having these ready before you call is the single best way to move faster once tax season starts.
If you're an individual
- Last year's tax return
- W-2s and 1099s for the year
- Any documents for a home sale, a new job, or a major life change
- Your portal login, once we've sent it — never send these documents by email
If you run a business
- Your current QuickBooks file, or whatever you've been using to track income and expenses
- Last year's business return, if this isn't your first year
- Payroll records, if you have employees
- A rough idea of what you're hoping a CPA will actually do for you
Nothing on this list ever needs to go through an email or this website's contact form. Once you're a client, everything financial goes through our secure client portal — that's the only place your documents belong.
Find out if we're the right fit.
A free intro call, about twenty minutes, no obligation either way.