Help Us to Help You!

To help us complete your tax return quickly and smoothly, please ensure that all required documents are organized and provided ahead of time. This includes your income statements (e.g., W-2s, 1099s), receipts for deductions, previous year’s tax return, and any other relevant financial information. Clear communication about any changes in your financial situation will also help us avoid delays. By preparing in advance, you allow us to accurately and efficiently process your return, ensuring a stress-free experience for you.

Open any envelopes prior to dropping off your tax information.
Avoid using staples! We kindly ask that you refrain from stapling tax documents to your organizer or to each other. Stapling makes it difficult for us to process and organize your paperwork efficiently. If any of your documents are stapled within your organizer, please feel free to remove the staples before submitting them. This helps ensure that all documents can be handled smoothly and accurately, speeding up the processing of your tax return.
Please provide complete copies of tax documents, particularly, K1's and any 1099's.
Document Ordering - We love getting data organized in the same order as our Tax Organizer.
Help us keep your confidential information safe! Do not email or text us pictures of your tax documents. Please use our fully secure client communication portal, LISCIO.
Please wait to drop off your organizer or other requested information until you have most or all of the information. We work most efficiently with complete information.