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Tax Documents Checklist
Updated for 2025 Returns
Use our handy checklist to make sure you have gathered the necessary documents prior to your appointment.
New Client Information Sheet
New to Down South? Please include this Client Interview sheet when you drop off your tax documents.
2025 Tax Changes
This document summarizes the changes in the tax law that will most likely affect the average taxpayer's 2025 return.
Kwong Information
Read First
This document explains why the Kwong case may be relevant to certain taxpayers.
Next Steps
After determining that you want to pursue filing a protective claim, please follow these steps to help meet the July 10, 2026 deadline.
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