Hi Alex, the earlier we have what we need, the more options we have if anything needs a second look. There are four things below, and you can do them a little at a time.
FOUR THINGS, ANY ORDER
NOW
Gather your income forms
W-2s, 1099s, and last year's return if this is your first year with us.
NEXT
Round up deduction records
Receipts for home office, mileage, donations and medical costs.
SOON
Book your appointment
Book by March 15 for a full hour. Slots fill fastest in the last two weeks.
ANY TIME
Tell us what changed
A marriage, a new dependent, a move to another state. Small changes can shift what you owe.
