It depends on the service you need! For most business bookkeeping or tax appointments, we recommend bringing your identification, any relevant financial records, and your most recent tax return or bookkeeping reports (if available). After booking, we’ll send you a checklist tailored to your appointment so you’ll feel fully prepared before you arrive.

What documents do I need to bring to my appointment?

If you'd like to send us your documents before your appointment for convenience, you can click the "send documents" button below. This will direct you to a form where you can submit up to 10 files. If you will need to send over more than that. please email us and we will be glad to help you.

How do I send my paperwork before my appointment?

Every situation is a little different, but for starters you will need income records (like W-2s or 1099s), expense receipts, bank statements, and any business-related documentation. We’ll send you a personalized checklist based on your tax profile so you only have to gather whats necessary— no guesswork required.

What documents do I need to prepare for tax season?