Everything Crownpoint typically needs to prepare your return or run your tax plan — organized by category. Check items off as you gather them, and bring (or upload) whatever applies to your situation.
Check off what you have above, then use this to open your email app with a pre-filled message listing exactly what you're sending — just attach the files and hit send.
Heads up: most email providers cap attachments around 20–25MB total. If your files are larger (or there are a lot of them), split them across two or three emails, or ask us about a secure upload link at 714-745-3060 or paul@cp-tax.com. Please avoid emailing full Social Security numbers in the message body — attach documents as files instead.
Not everything on this list will apply to you, and that's fine — bring what you have and we'll sort out the rest together.