Resources & Downloads
Helpful documents to make tax time easier. Start with the appointment checklist below — we'll keep adding tools and guides here throughout the year.
What to Bring to Your Tax Appointment
A complete checklist of the documents and information to gather before your visit — income forms, deductions, dependent and residency proof, life changes, and more. Print it or bring it on your phone.
More resources are on the way — including tax-prep guides, deadline reminders, and answers to common questions. Have a topic you'd like covered? Let us know →
Keep your sensitive documents safe.
Please don't email documents that contain Social Security numbers, bank details, or other sensitive information unless we've given you a secure upload method. When in doubt, bring originals to your appointment or ask us for a secure link.
Questions about what you need?
Aurie will tell you exactly what to bring before your visit. Book online or call.