What to bring to your tax appointment

This is a common question - we have provided both our standard client intake form and a printable list of documents to bring for your convenience.  We will go over your forms to make sure your information is complete.   

Printable Questionnaire
List of documents to bring
Engagement Letter

©2019 by Heritage Income Tax Services

2775 W US-22 Suite 3

Maineville, OH 45065

513-900-9513

Toll-free

(866) 316-1860

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