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2022 Income Tax Checklists Available Now!

The 2022 tax filing season is underway. Every year, AFSG provides you with detailed checklists to help you stay organized and up-to-date on the current tax laws. Below are links to our 2022 checklists, worksheets, and virtual appointment options.


TAX CHECKLISTS  

From your phone, tablet, or computer, click the link to the form you want to submit. Answer the questions to the best of your ability; the checklist will adapt to your answers. Upload PDFs, photos from your cell camera, or even QuickBooks files directly to your checklist.

If needed, these forms are all printable from your web browser, however, submitting electronically is more efficient and safer than emailing.

INCOME TAX CHECKLISTS:

ADDITIONAL TAX WORKSHEETS:

Existing clients, we updated the checklists to make them easier for you! Remember you can also upload your tax documents directly to your AFSG Client Portal. We still want your completed checklist with notes to ensure you aren’t missing any new tax credits or deductions.

New clients, once we receive your checklist and documents we will invite you to your own client portal.


VIRTUAL, PHONE, IN-OFFICE APPOINTMENTS

Our tax preparation appointments are available via phone, zoom, or in the office. We must receive ALL of your tax documents at least 48 hours prior to your appointment. Visit our Bookings Page to make a virtual or phone appointment.

 For in-office appointments or if you need additional help accessing the checklists or your client portal, please call our office 954-933-1558.

 

 

 

By |2023-01-05T15:29:03-05:00January 4th, 2023|AFSG|Comments Off on 2022 Income Tax Checklists Available Now!

About the Author:

Lauryn Charles owns and manages Accountable Financial Services Group, Inc., founded in July of 2007. Lauryn has many years of experience working with small business owners in the field of accounting, banking, and financial services. An accounting graduate with an MBA in International Business from Florida Atlantic University, Ms. Charles is an expert tax preparer and accountant. She is an Enrolled Agent admitted to practice before the Internal Revenue Service. Ms. Charles is a member of the Pompano Beach and Deerfield Beach Chamber of Commerce. She is on the board of directors of multiple non-profit organizations, she is the co-founder of Pompano’s Young Professionals, and serves many other charitable organizations in the area.
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