6320 West Forest Home Avenue
Client Checklist and Worksheets
Being prepared truly helps make the tax preparation experience go smoothly. We have a number of helpful items listed below that can help you to organize and manage your particular tax situation.
The Acc-U-Rite Client Checklist is first on the list and should be filled out by each tax client. Many clients ask if it's really necessary to fill this out every year and the answer to that question is YES, It IS necessary to fill this checklist out each year! The reason behind our checklist is two-fold. First, the checklist is updated each year to include (and sometimes exclude) questions based on the constantly changing tax laws. The second reason is to help catch those unusual tax events that you might have year to year. We want to make sure that your return is done correctly and this Checklist helps us achieve that goal.
Finally, a few more links are below to help you with the gathering of your tax information.