Tax Center

 

What Documents Do I Need for Tax Preparation?

We will discuss all your tax needs when we meet. Before meeting, please collect:

  • Prior year’s tax return
  • All W-2s
  • All 1099s
  • All other IRS forms
  • Income and expenses (for businesses)

 

Helpful Links

Here are some helpful links concerning your taxes.

  • Where’s My Refund is the fasted way to check your federal income tax refund.
  • Oklahoma Tax Commission is the fastest way to find out about your refund from the state. Have your refund amount and SSN or ITIN ready.