Get Your Tax Checklists

Tax time is upon us. Below you will find all you need for this year’s tax return preparation.....

CLICK HERE for Chad’s Tax Prep Process (simple, step-by-step)

CLICK HERE for your Tax Return Checklist (feel free to complete it digitally, or print it out & complete manually)

You can return your paperwork in any of the following ways:

1. Secure File Transfer: CLICK HERE (Attach all information in ONE transfer)
2. Fax to 877-970-9401: Comes directly to my email so no cover sheet needed (Send all in ONE fax please)
3. Mail/Personal Drop-off: Copies Preferred (Contact me for mailing address, or to coordinate a meeting time)

​** Please include the Checklist ON TOP so I know what paperwork you intended to provide.

Let me know if none of these options are feasible. You may reach me any time with questions using the contact information below. Thank you again for choosing my services for your tax return preparation!

CLICK HERE for a simple way to introduce friends & family to my tax preparation services. Just modify as you see fit and select your contacts...then EARN UNLIMITED CASH by doing so!