New Client Tool Kit

First we'd like to take this opportunity to Thank You for deciding to utilize our services here at Day's & Associates LTD.  Please know that we make every opportunity to ensure that you get the best possible service.  Below you will find the documents that are necessary for us to prepare your tax return.  We ask that you complete these documents ahead of time so that we can more efficiently utilize your time while in the office. Once complete you have a couple of options as to what to do with these documents. 

First, you can always print them out and bring them with you to your tax appointment. 

Second, and our preferred method, you may submit them to your tax preparer through our secure ShareFile program.  This can be accessed from the "sharefile" tab at the top of our website.

 

 

Client Checklist - It is recommended that you print out this document and check off the items as you compile them to bring to your appointment

Client Information Sheet - This document fills out your basic information that is required on a tax return, also included is your itemized deduction worksheet.

Engagement Letter - This document will be completed during your tax appointment, though we have included a copy here so you can read it at your convenience.

Worksheets - Do you have a rental property?  What about a small business?  Here you will find all of our helpful worksheets and spreadsheets to assist in organizing your expenses into one concise document.  Please select the worksheet(s) that pertain to you and fill them out to the best of your ability.

 

 

A final note about some required information.  While it is listed in your client checklist we would like to reiterate that under no circumstance can we complete a tax return without proper identification for all persons listed on the return, including dependents.  The required identification is:

1)     Taxpayer – Driver’s License & Social Security  Card

2)     Spouse (if applicable) – Driver’s License & Social Security Card

3)     Dependents (if applicable) – Driver’s License (if of age), Social Security Card & Birth Certificate

 

Again, we woud like to thank you for choosing Day's & Associates and look forward to working with you.

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