Preparing for Your Tax Appointment

Thank you for choosing Money Management Associates, LLC for your tax preparation and planning needs. Whether you have already scheduled or are planning to schedule an appointment, or you are planning to use our efficient drop off process, we will need you to provide the following information in order for us to accurately complete your tax return:

Returning Clients

  • Copies of your income statements (W-2’s, 1099’s, Social Security, etc.).
  • Please review, print and complete this Client Information Form

New Clients

If you are a new client, download the New Client Intake Form (for individuals) or the Business Intake Form (for businesses). Please print, complete and bring this form with you to your appointment. We will also need a copy of your most recently completed Federal and State income tax return(s).

All clients should feel free to use the optional Tax Planning Checklist as a guide to assist you in compiling your records and other pertinent information needed to complete your tax return.