Tax Prep Check List


Need Help Getting Your Tax Documents Together?

By filling out our Tax Prep Checklist, you will be ready to go when you call us to step up your appointment.  The tax prep check list will explain what kind of documents we need to prepare you return as well as some information about you. Once you have the Tax Prep Checklist completed give us a call to set up your appointment at 716-200-9359. Remember that we set specific appointment times so that you do not have to wait in a waiting room for hours to get you tax return prepared, we know how valuable your time is!


Tax Prep Checklist – 2013