Getting Ready for 2016 Tax Returns

Happy New Year and Happy Tax Season!

Yes, it’s that time again. =) We will be emailing out our tax organizers on 1/9/2017. Please let us know if you would like to receive a paper copy again this year.

The organizer is designed to help you get organized and ready to file your 2016 tax returns. It is not necessarily all-inclusive, since it is generally prepared from your prior-year return. If you started a new business, opened a new investment account, or purchased a new house, it won’t be addressed in the organizer. Please make sure to provide that information separately. As you receive your 2016 tax documents, please collect them with your organizer, and bring them all in together.

Below is a summarized list of information we will need to get started on your return:

  • Completed questionnaire from tax organizer
  • Competed tax organizer
  • Driver’s licenses for all taxpayers
  • Verify that we have your correct bank account information
  • Signed Engagement Letter

Please don’t hesitate to give us a call if you have any questions. See you soon!