Most tax preparers are out of pocket after April 15th – I was lucky to find Randy who works through the year. I called on a Monday and he got me an appointment for the next day.
A few minutes of prep can save you a lot of money.
Here is a list of things you will want to bring to your tax appointment. A few extra minutes of preparation before we meet can translate to significant tax savings.
You may not need everything on this list. Please do not stress-out over trying to bring everything to the appointment.
We want to complete your return as quickly as possible and make the experience painless.