As CPAs retire across the area, we understand you're looking for more than just a replacement, you need a trusted advisor who values the same long-term relationships and conservative tax approach you've come to expect. This year alone, we've welcomed and supported many clients through transitions like yours, and we've refined our onboarding process to make the switch seamless and stress-free.
We offer flexibility to fit your preferences: use our secure client portal for convenient online chat, updates, and document storage, or stop by our office when you prefer that personal, face-to-face connection. Either way, you'll receive the same attentive, personalized service your financial matters deserve.

 

📋 Tax Prep Checklist: First-Time Clients

 

Welcome! To make your filing as smooth as possible, please have these items ready for our first session.

 

🆔 The Essentials

• Identification: Government photo ID (you and spouse).
• SSN/ITIN: Numbers and birthdates for you, your spouse, and all dependents.
• Prior Year: A copy of your most recent tax return.
• Contact Info: Current address, phone, and email.

 

💰 Income Documents

• Employment: All W-2 forms.
• 1099 Forms: Interest (INT), Dividends (DIV), Retirement (R), Unemployment (G), and Social Security (SSA).
• Self-Employment: 1099-NEC/MISC or records of business income/expenses.
• Investments: Stock sale records (1099-B) and Cryptocurrency transaction logs.
• Other: Schedule K-1s and rental property income/expense records.

 

🏠 Deductions & Credits

• Housing: Mortgage interest (1098), property taxes, and home sale/purchase docs.
• Education: Tuition (1098-T), student loan interest (1098-E), and 529 plan records.
• Healthcare: Marketplace insurance (1095-A), HSA forms, and medical receipts.
• Families: Childcare provider’s name, address, and Tax ID/SSN.
• Contributions: Charitable donation receipts and retirement account records.

 

⚙️ Final Details

• Direct Deposit: Bank account and routing numbers.
• IRS Security: Your Identity Protection PIN (IP PIN) letter, if applicable.
• Estimated Taxes: Records of any federal or state payments made during the year.

 

Contact Information

For personalized guidance:

• Schedule a consultation

• Contact our office: (770) 474-0464