IMPORTANT NOTE: Please complete a packet BEFORE making an appointment. Given the brevity of tax season there are only so many appointment times available. If one reschedules due to unpreparedness, it unnecessarily costs the associate money and takes a slot away from another client.

Further, in order to achieve the best results and service, a completed tax packet is essential:

1. This maximizes the use of the preparer’s tax expertise, so that time is not spent finding receipts and forms.

2. As well, the packet inherently provides valuable instruction regarding deductions. Thus, one is less likely to miss out on deductions and does not risk leaving out necessary tax forms (IE. W2s, 1099s, etc.).

3. Additionally, one avoids additional preparer fees and/or higher tax bills or other IRS trouble.

If you experience any difficulties in downloading these forms, give the office a call and we will email them to you.