Form 1040-Personal Tax Checklist

Clients Intake

Income Documents (Required to Report Taxable Income)

Deduction Documents (Required to report any deductible expenses)

Additional Tax Documents

Document Exchange Policy

Our firm follows a strict document exchange policy that is mandated by the Internal Revenue Services to Secure Taxpayer Data. Clients wishing to engage in our services must submit their tax documents via our client portal or schedule a face-to-face meeting with a documents specialist. DOCUMENTS EMAILED WILL BE RETURN WITHOUT ACTION.