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- Tax Prep

©2019 by Heritage Income Tax Services

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- Tax Prep
Engagement Letter- Tax Advice