Tax Tool-Kit & Organizer
New Clients, Perspective Clients, & Current Clients
Call Bravo & Bravo for a free 30 min. consultation & estimate.
- Via telephone.
- Via office appointment.
Sign a retainer agreement.
Email, Mail, or physically return it to mailing address.
3. Gather Documents
Tax documents (i.e. W-2, 1099’s, 1098...)
Children’s supporting docs for credit verification
Receipts for personal or business deductions
Bank statements & credit card statements for the entire year from all your accounts (Bookkeeping Service is separate from Tax prep. service. Requires additional time to add & categorize)
4. Upload tax documents to your CCH Axcess Account
- Upload & Bring to my office in an envelope all your docs
- Additionally we can pick up documents. (**Additional fees apply for Mobile Services.)
5. Fill out & Complete a Tax organizer. Using your supporting documents as a reference.
Login to your Digital Organizer with the login information provided by BRAVO & Bravo e-mail confirmation
If you don’t have a login
Create an account by clicking on NEW TAX CLIENT