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.
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) … COMING SOON
This is a blank 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