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NEW INFORMATION 

To allow for more appointment slots within the day, an ADDITIONAL tax consultant has been added to the schedule for the 2025 tax season. 

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TAX DOCUMENTS

Welcome and thank you for your business!
ALL TAX DOCUMENTS MUST BE SUBMITTED WHEN MAKING AN APPOINTMENT.

(Clear, separate, and in PDF format)

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For NEW clients we require you submit PRIOR TAX RETURNS in addition to your tax documents. 

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For RETURNING clients you do NOT need to submit prior tax returns, however you still must submit all other documents.

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Failure to submit your documents will result in the CANCELLATION of your appointment, NO EXCEPTIONS. 

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If you DO NOT have access to your documents DO NOT book an appointment until you have them or your appointment will be cancelled, NO EXCEPTIONS.   

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You may either submit your documents by copy and pasting this email address: 

copies@thetaxesguy.com

or by clicking this link: 

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