Please note, I will need a new ENGAGEMENT LETTER from every client BEFORE I can start working on your taxes. Please download it here and either bring it in at the time of your appointment, drop it off with your tax info, fax or email it to me.
If you are a new client, I will need:
- A copy of each signer’s Driver’s License or other form of state issued ID.
- A copy of the previous year’s tax return.
- A signed Engagement Letter.
- A Tax Client Info Sheet.
If you have children, I will need more information. Please provide a copy of their birth certificate, social security card and a statement and/or bill from their Doctor’s office or their school (or something similar) that shows their name and your address. I will also need you to fill out my Due Diligence Questionnaire: Due Diligence Questionnaire Children
If you are a returning client and have moved, please print the Tax Client Info Sheet and fill it out. And, if you have gotten a new driver’s license, I will need a copy of that, too.
ORGANIZERS: If you are a new client and would like to use an organizer, please use the link below. If you are a current client and would like a personalized one, please email me and I will provide it to you through your personal portal.
I hope you find what you are looking for, if not, don’t hesitate to call me!
Record Retention Guide
Tax Appointment Checklist
Tax Due Dates
Subscribe to Tax Calendar
IRS Withholding Calculator
Where is My Refund?
Now accepting payments through Zelle (R). Check with your bank to see if you have that service. It’s FREE to use and make payments and it happens almost instantly!
If you are thinking of making an AZ Tax Credit Donation, you can do that here. Every type of AZ Tax Credit can be found here. It is a clear, concise way to make your donations:
I do not benefit in any way when you make a donation through this link.