Organize your records.
- Your prior-year return, if available
- Income documents and business records
- Records of relevant expenses and payments
- A list of questions or changes since last year
BEFORE WE MEET
A little preparation.
A useful conversation.
Have these items ready for your appointment. We'll confirm any additional documents based on your needs.
Gather your paperwork.
- The forms or notices you need help with
- Copies of relevant application records
- A list of document-preparation questions
- Any deadlines shown on your notices
Bring your brief.
- Your project goal and audience
- Final text, names, and event details
- Original logos and photos
- Your deadline, format, and budget
Keep personal documents secure.
Do not submit Social Security numbers, tax documents, immigration records, or payment details through the booking form or regular email. Ask us how to provide sensitive documents before sending them.