What documents do I need to prepare my tax return?

This is one of the most frequently asked questions by tax filers.

Regular customers have been through our process before and may have a pretty good idea about what we will need to get your tax return completed quickly and accurately. But regardless of whether you are a new or returning client you still may be confused about which documents to gather for your tax appointment. That’s why we have created this list to help you put your documents together, to make sure your appointment goes smoothly. read more

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