Welcome to the new tax filing season! We’ve put together the below PDF files as a help for you getting ready to file your 2015 taxes:

• Introductory letter: Summary of how we coordinate for a smooth tax filing.

• The Elements Flow™ – Tax preparation: An illustrated overview of your tax return’s life cycle.

• Pre-appointment checklist: To assist you in gathering everything you need for your tax appointment — One for individuals, and one for businesses.

• If you’re new this year, welcome! The Basic Organizer Worksheet is what our team will complete during your tax interview to capture your information. And if you don’t already have a way to summarize your rental or business activity, the Rental Organizer Worksheet and Small Business Organizer Worksheet can lend a hand.

For prospective customers visiting our blog, be sure to check out Do We Fit? to learn more about us and give us a ring. Look forward to chatting with you soon!