by Christine Golz,

Firm Administrator

 New clients often have many questions, such as "Is my information secure? What do I need to bring for my visit?"

 If you are a tax client for the first time, you always want to bring your last year's tax return in order for the accountant to review it. Then they will let you know exactly what kind of information they need. They will also give you a questionnaire to fill out to determine if they need to ask you for any other information.

We're very conscious of treating your information with the utmost privacy. All of our information is secure and password protected. We have a web portal that we put documents on which is password protected. Any information that we send out electronically is always password protected for your security. For example, if you want anything to go to a bank, we have to have your approval and it goes out password protected.

If you are missing anything, we always have a telephone and email so you can contact us. And rest assured, we will get hold of you to ask for any additional information we need to complete your return.


What Do You Need?

Here are a few common

items required to prepare your tax return:

Individuals:
Prior Years Return
W2s

K-1s
Real Estate Matters

Businesses:
Prior Years Return
QuickBook Files
Bank Statements
Payroll Records
 

Note: Other necesary documents are determined on an individual basis.