How To Prepare For Tax Preparation
Download are helpful Checklist or Expense Forms.
Save checklist, forms and tax documents in your Secure Client Portal.
As you receive or locate additional tax documents, sign in and upload them into your Secure Client Portal for processing or bring them to our office when we file your taxes.
As you receive and upload your tax documents, be sure to check them off your checklist. Feel free to contact us for any questions.