What To Bring

Getting organized to prepare for your tax appointment can save you a ton of time, and is well worth the effort.

If it's just after tax season, this list will help you know what documents to keep an eye out for throughout the year and set aside. If your tax appointment is right around the corner, this list is a great resource to help you track down the right documents.

With all of the changes every year, filing your taxes on your own is not for the faint of heart — even with nice-looking software on the market which purports to make it easy for you.

But that's what we're here for. Let us be your easy button in Kansas City Metro.

Below is a list of what you will need during the tax preparation process. Not all of them will apply to you — probably MOST will not. Nonetheless, it's a useful checklist.

Before you get overwhelmed: yes, this is a long list — but it's the unfortunate reality of our tax code. These items will cover 95% of our clients. This is for ensuring that we're able to help you keep every dollar you can keep under our tax code.