Downloadable Documents

For your convenience, here are some useful tools to assist you in gathering documents necessary for preparation of your tax returns.

  • Client Checklist
    • A checklist of information/documents needed in order to get accurate information required to complete your taxes
  • Record Retention Guide
    • It is extremely important to keep copies of tax returns and supporting documentation; follow the link to view the general recommendations on document retention

Contact Information

30980 Lorain Road, North Olmsted, OH 44070
PH: (440) 686-9663 | FAX: (440) 686-9664

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