Tax Interview list

Our Interview Checklist will help you organize your tax information and make sure you don’t miss any important deductions. Please complete the following steps:

1. Click on the “Tax Year Interview Checklist” button to bring up the interview checklist in a new window.

2. Print the form by clicking on the printer icon on the top of the screen.

3. Fill out all the information you can.

4. Send the completed interview form and all supporting documents via Send Documents Now on the right site of the website.

5. Call us or chat with us and schedule a meeting.

Please contact us at the office any time if you have questions.