Tax Tool-Kit & Organizer

New Clients, Perspective Clients, & Current Clients
Tax Year Notebook Organizer
2018 Tax Notebook🍕 My1040Data🍟
2017
2016
Instructions
  1. Call Bravo & Bravo for a free 30 min. consultation & estimate.
    • Via  telephone.
    • Via office appointment.
  1. 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

     

    (Under Construction)