This checklist is designed to assist you in gathering the information required for preparation of your Individual return. Please complete all applicable sections. Also, please provide details and documentation as requested your Sharefile account.

In addition, please provide a copy of your (and your spouse’s, if applicable) driver’s license (front and back) if you have not provided it in previous years. This information may be needed to electronically file your tax return.

Your return will be electronically filed unless otherwise requested or ineligible for e-file.
The request to opt out of e-filing may require you to sign a form that will be filed with the taxing authority(ies)

If you have any questions or concerns while filling out this checklist please give our office a call at 281-469-6600

(Sometimes your email will auto populate based off of what google account you are signed in to, if this happens and you would like to change your email simply click and highlight the incorrect email and type the correct one)