Tax Organizer

experttax_taxorganizerWhat should I bring to my tax appointment?

Feeling overwhelmed by your stack of papers, receipts and statements? Use our checklist as your personal guide to organizing and compiling your tax documents. It can save you time and remind you which tax documents you need to gather throughout the year. Most people need to just collect a few things on this list. Throw them in a folder and bring it on over when you sit down with one of our local tax experts.

pdf 2014 Tax Organizer Checklist