Client Organizers

GET READY FOR THE UPCOMING 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

2024 Tax Season Checklist

Staying organized will reduce your stress (and ours!) and allow us to be more efficient. In January 2024, 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.

2024 Client Organizer (2023 Tax 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.

FOR ADDITIONAL CHECKLISTS AND HELPFUL HINTS FOR PREPARING TO FILE YOUR TAX RETURN, CLICK HERE.