Tax Preparation Individual – Client Checklist

Thank you for choosing Tax Service Masters. We look forward to preparing your Individual Tax Return.

Your tax professional will need a few things to better complete your tax filing this year. We’ve created a simple checklist for you.

1. Sign an Engagement Letter – This can be done online – click here

2. Choose the type of tax preparation that applies to you:

Tax Preparation Homepage

3. Supporting documents (W2, 1099, 1098 etc.)

Once you’ve completed the Tax Organizer and have your Supporting Documents we’ll need them.

4. We’ll need your Tax Documents – see options below: