Client Organizers
GET READY FOR THE TAX SEASON
NEW CLIENT INFORMATION SHEET
If you are a new client please print and complete the following questionnaire prior to your tax appointment.
New Client Tax Information Sheet
CLIENT ORGANIZERS
Tax Season Checklist
Staying organized will reduce your stress (and ours!) and allow us to be more efficient. In January 2025, start gathering your tax documents. This is a list of the documents MOST taxpayers will need. Additional documents may be required based on your individual situation. We suggest you use your prior year tax return as a roadmap to determine the documents you will need to provide to us.
Client Organizer (Prior Year)
This is a blank PAPER organizer. We send out personalized e-Organizers in January of each year to many of our clients. These organizers are client specific and will include data and information from your prior year tax return. If you did not receive one and would like to please email us at office@apL2cpa.com.
If you are a new client and wish to receive a blank electronic organizer please email us at office@apL2cpa.com.