The pdf file below has a checklist of things to bring to your appointment.

Checklist of Things to Bring to Tax Appointment


The pdf file below is a 4 page form on which you can organize your 2017 tax items (income, deductions, child & dependent care, education credits & deductions, employee business expenses).  Download it and either print out and fill in … or … update it on your computer.

2017 Tax Deduction Finder