Our tax check list will help you organize your tax information and make sure you don't miss any important deductions.
Please complete the following steps:
1. Click on the tax check list of your choice below to download the file.
2. Open and print the downloaded file using Microsoft Word.
3. Fill out all the information you can.
4. Call us and schedule a meeting.
5. Bring the completed tax check list and all supporting documents to the meeting.
Individual Tax Information Check List
Business Tax Information Check List
Please contact us at the office any time if you have questions.
13020 W. Rancho Santa Fe Blvd 103