2022 Tax Returns


Below are documents you, as a returning client should have received in the mail in advance of getting your taxes prepared. For our new clients, please look over the following.

Please click the link to review each page needed.

  1. Cover Letter to Our Clients    – Explaining each of the other documents

  2. Drop Off Options and Information– Efficient and Safe plans to protect our clients and employees and make the tax preparation process easier for you.

  3. Documents Needed – What we need to prepare returns- this helps avoid the need to  amend your return. Amendments cost you time, money and stress.

  4. Engagement Letter – This is you hiring us- Please sign and date

  5. Client Data Sheet and Direct Deposit Form – Getting a refund? Where do we send it?

As always, call with any questions