When you receive your tax documents

(like your W2, 1099’s etc) Let’s get together !

 make an appointment online, email [email protected], or give us a call.  928-440-4524 

Download your tax season organizer

• First is what to bring when you’re ready for us to prepare your tax returns What to Bring .
• The next is a tax planning checklist — Adulting Checklist (and also some great questions on your goals financially).
• If you have rentals or a schedule C, this worksheet is great to fill out before your appointment Worksheets
• The last is our website for resources (like budgeting and tax credits).