The general information we will ask you is listed on the Client Intake Sheet. There will be information listed on that form that does not pertain to everyone, and there may be additional information you will need that is not on that form. This is a good starting point for your appointment. Be sure to have information on all your possible dependents, such as DOB and SSN. If you’re unsure of what exactly to bring, give us a call at 580-743-8118!
Categories: Tax Year 2019