Gather the right info for tax season


It’s time to review your documentation to secure tax deductions, credits or other tax benefits. Examples of tax breaks that require meticulous recordkeeping include charitable donations, travel and entertainment expenses, vehicle mileage and business use of your home. You may also want to retain bank statements to substantiate estimated tax payments and expenses that you can claim as itemized deductions.

Call us today to get on our list for tax return preparation in 2018. With a copy of your 2016 return, we can get an organizer out to you to assist in the documentation you will need for a complete and accurate return.

Securely Share your 2016 Return with us for a quote


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