Tax Preparation Documents

As you gather all your paperwork, please refer to our checklist below to ensure you have everything needed to file a complete return. 

Returning Client Documents – Russellton, PA Office

Russellton Office Newsletter
Returning Client Worksheet

Returning Client Documents – Mount Pleasant, PA Office

Mt. Pleasant Office Newsletter
Returning Client Worksheet

Returning Client Documents – Wintersville, OH Office

Wintersville Office Newsletter
Returning Client Worksheet - Wintersville

New Client Newsletters

New Client Newsletter - Russellton
New Client Newsletter - Mt. Pleasant
New Client Newsletter - Wintersville

New Client Worksheets

New Client Worksheet - Russellton/Mt. Pleasant
New Client Worksheet - Wintersville

Tax Prep Checklist

Tax Preparation Checklist - All Offices
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