New and Returning Clients
We have compiled the following checklist for the purpose of providing our clients with a helpful outline to organize your most important documents required to begin the process of information and data collection.
* To ensure proper preparation of your return, please include originals** or copies of all the following applicable documents:
You can view and print this checklist here >>>
Upon further review of your return additional documents may be requested.
**All originals will be returned to you along with your return.