Dec 8, 2025
Download your forms for 2026!
To ensure we maximize the value of your upcoming consultation, please complete the enclosed tax organizer and gather all relevant income documents, such as your W-2s, 1099s, and any K-1 forms from business entities. We ask that you take the time to review these forms at home, where you have easy access to your financial records, prior year returns, and receipts for deductible expenses like charitable donations or medical costs. Having this paperwork organized and filled out beforehand allows us to focus immediately on strategic tax planning and identifying potential savings rather than sorting through administrative details. Please verify that all personal information is current and that you have signed the engagement letter where indicated to avoid any filing delays. Once you have everything compiled, simply secure the hard copies in a folder and bring them with you to present to our team upon your arrival. We truly appreciate your diligence in helping us prepare an accurate return and look forward to seeing you on your next visit.