Tax Documents Checklist
Updated for 2021 Returns

Use our handy checklist to make sure you have gathered the necessary documents prior to your appointment. 

2021 Tax Changes

Coming soon!
 

This document summarizes the changes in the tax law that will most likely affect the average taxpayer's 2021 return. 

New Client Information Sheet
 

New to Down South?  Please include this Client Interview sheet when you drop off your tax documents.