Returning Clients

You may use the following form to request a checklist or organizer to help make sure you have all the documents we need to process your tax returns. Checklists are sufficient for most people, and will give you a list of specific documents you brought to us last year, as well as a list of commonly needed information. Organizers are best for those who own businesses or rental properties. They are much longer documents, with detailed expense information from your prior year.

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New Clients

Please download and complete this blank short organizer, and bring it to your initial appointment with Becky.  It will help you gather necessary documents, and help us to complete your tax return properly.