Providing Smart, Efficient and Accurate Accounting & Tax Services
Tax Return checklist
We created the checklists bellow to assist you gathering the information for your Tax Returns. Please check or enter the information for all the items that apply to you this year and provide a copy of the supporting documentation when needed.
- Once you have all your information gathered and engagement letter signed, you can schedule an appointment with us or send it via mail or electronically.
- We appreciate if you can send all the information to us before 03/22/2024. If you need an extension for your 2023 tax return, we will do so upon your request.
- If you have any question as you complete the check list, please call us and we will be glad to assist you.