CHECKLISTS

NON-NEGOTIABLE
If you already booked your appointment for the tax season, but did not follow the upload instructions, immediately complete all steps to avoid the cancelation of your appointment. There will be no courtesy notices of cancelation for missing documents to reduce extreme volume of correspondences during the tax season.

We can organize your files for you upon request. $550 is added to the final invoice for the service.

Clients miss document uploads occasionally. You can always reschedule when you have all documents, statements, expense spreadsheets, and information ready for our team to prepare.

Read our document upload procedures before continuing:

DOWNLOAD THE CHECKLIST THAT BEST PERTAINS TO YOU:

Document Checklist for Individuals - Please download and make sure everything is uploaded from the checklist.

Post Appointment Tax Return Checklist - Please download and review before signing your tax return. Refer to #12 Tax Filing Accuracy on our Terms & Conditions.

DOWNLOAD THE SPREADSHEET THAT BEST PERTAINS TO YOU:

Select the expense spreadsheet that best suits your needs. Download the file, save it to your device, enter your data, and then upload it to your Client Portal.

Expense Spreadsheet for Individuals

Expense Spreadsheet for Self-Employed

Expense Spreadsheet for Rental Properties

Note: We do not have spreadsheets for Corporations.