FINAL CLIENT CHECKLIST

1. Have you included your signed Client Attestation Letter?

2. Did you complete the “Let’s Get Started” Questionnaire?

3. Have you enclosed your completed Tax Organizer(s)?

4. Have you read the Do’s and Don’ts List in the Client Forms section?

5. Have you enclosed ALL of your required documents?

6. Did you enclose any receipts with your tax forms to us? Of course, you didn’t because you completed step 4 above, right?

7. That’s It! You’re all set. Time to mail everything out. Great job!