Prepare for Tax Season

Tax season does not have to be as stressful as you may feel. Download and print this PDF to help you organize your records and provide the info your accountant will need. Do not wait until the last minute. 

 

All work is reviewed by Dave Fechter CPA, enrolled agent since 1982, and CPA since 2008 -- 42 total years of tax prep experience.

Tax Preparation Checklist
Complete the form to the best of your knowledge. This will help us complete your return faster.
DOWNLOAD and PRINT this PDF.
Tax_Checklist.pdf
Adobe Acrobat document [1.5 MB]
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