2013 Filing Season – Preparing for your Individual Tax Return

Whether you are meeting with us for a tax interview or just dropping off your information this year, advance preparation on your part can make this filing season nearly painless. A few recommendations:

  • Complete your organizer (especially the questionnaire section) as thoroughly as possible. If you have misplaced your organizer, please call us and we will be happy to provide another one.
  • Bring your source documents; to prepare your return,