Money Matters

Accounting, taxes, and more. Your financial questions answered.

What to Bring to your Tax Appointment

A new year means New Year’s resolutions, cold weather, and tax returns! It’s a good idea to check this item off your to do list as early as possible, so make your appointment with your tax advisor today. Here's a handy checklist of the documents you’ll want to bring to your appointment.

Copies of Prior Year Returns

If you are a new client, please bring copies of your federal and state income tax returns for the last three years.

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Tax Season Hours
Jan 15 thru April 15
Monday – Saturday, 8am-8pm

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