Personal Tax Documents

Personal Income Tax Documents:
We have developed a personal tax checklist and other documents to keep us informed about your ongoing affairs and to keep your personal tax preparation fees as low as possible.
We attach the following documents and ask that each individual in your family who requires a tax return fully completes, signs and returns the ‘Required Documents’ below with his or her personal tax information. The above documents are all up to date for the 2016 tax year.