Do you have an appointment scheduled with Tax Experts? If so, there may be a couple of things that we need you to bring in order for us to help you in the most effective possible.

Prior Year Tax Return

If you are new to Tax Experts, please bring in copies of your federal and state income tax returns from the previous three years. We will review them free of charge, potentially amending mistakes to help you receive money originally missed.

Below you’ll find a checklist of everything you’ll need, broken down by specific area.

Income Statments

Personal Information



Rental Property

Retirement and Education

Business use of residence

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