Checklists
Tax time can be confusing, especially with so much information required! We've listed some of the most common forms and information we see here. These are not complete lists, but hopefully they will give you an idea of what we need and help you organize your information to make your return prep easier!
Feel free to explore what we have and never hesitate to reach out and contact us!
Personal
Use this handy checklist to go over what forms and information we would need for a personal (1040) single or joint tax return.
Download it in PDF here: Personal Checklist PDF
Business
Use this handy checklist to go over what forms and information we would need for a sole proprietor business schedule C. A schedule C is attached to your personal return, so make sure you grab the personal checklist too!
Download it in PDF here: Business Checklist PDF
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