top of page
Tax Documents Checklist
Updated for 2022 Returns

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

2022 Tax Changes

This document summarizes the changes in the tax law that will most likely affect the average taxpayer's 2022 return. 

New Client Information Sheet

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

bottom of page