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What to Bring to Your Tax Appointment
Wondering what you'll need? We've got your covered! This list includes the items that we will need in order to write your tax return. Also, if you haven't yet, make sure to fill out the new client intake form.
Check out our endorsed providers list!
As a tax professional, I often get asked about these services. Here's who I recommend!
Health Insurance
Get in touch with Joel and see how you can save up to 40%!
P: 970-599-4189
E: [email protected]
Bookkeeping
Full scale accounting, bookkeeping, payroll, etc. for small business. Over 25 years experience.
Contact Cathryn for more information.
P: 970-744-4652
E: [email protected]
Financial Planner
Investments, retirement planning, and more! Josh will take great care of you.
Keystone Financial
P: 970-744-5408
W: www.keystonefinancial.com
Receipts Totalling
Ashelie will make your business deductions easy! Just send her your receipts and she will organize and total them for you!
P: 970-573-2265
E: [email protected]
Got everything together?
Book an appointment!