Tax season resources
Prepare your records with confidence
Practical checklists and simple guides to help you gather documents, organize your books, and arrive at your consultation ready to go.
Intake toolkits
Three essential checklists
Use these lists to gather the paperwork we need before your first consultation.
Individual return items
Gather your income statements, prior year return, identification numbers, and records of any dependents or deductible expenses.
Business ledger summaries
Prepare your profit and loss statement, balance sheet, bank statements, and a list of payroll and vendor payments for the period.
Deduction records
Keep receipts, mileage logs, and invoices that support each claimed expense, with dates and a short note on the business purpose.
Keeping organized
Simple habits that make filing easier
Store each year's tax documents in one labeled folder, both digitally and on paper. Reconcile your books monthly so surprises are caught early rather than at filing time.
Keep key receipts for at least three years after filing, and hold onto records related to property, investments, and retirement contributions longer. If something is unclear, ask us. We will take it one step at a time with you.