skip to Main Content

We get asked this all the time so we thought we should create a checklist for you to make it easy!

      • A copy of last years tax return
      • Your current tax year documents (the year that we need to prepare for you)
        • This could include (but is not limited to):
          • W-2’s
          • Interest and Dividend Income
          • State Refund forms
          • Mortgage Interest statements & Property Tax Statements
          • Charity donation forms
          • Car Tags
          • Other documents as appropriate to your tax return
      • Your filled out Organizer, you can find that by clicking here:  TAX GODDESS EXPRESS MINI ORGANIZER
      • Your filled out Client Bio Sheet: you can find that by clicking here: CLIENT BIO SHEET
      • A payment method to pay your tax preparer (check, cash, visa, or mastercard are all accepted)

 

 

 

Back To Top