2021 CHECKLISTS AVAILABLE NOW!

The 2021 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 2021 checklists, worksheets, and virtual appointment options.

The impact of COVID-19 on our lives, economy, laws, and business have been profound. Please remember we are here to help you through these difficult times.


TAX CHECKLISTS  

Existing clients, you can use your new AFSG Client Portal to upload your original documents. 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.

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. We understand many questions may not apply to you and you can skip over those sections. The forms allow you to attach PDFs, photos from your cell camera, or even QuickBooks files.

If needed, these forms are all printable from your web browser; however, submitting through our online portal is more efficient and safer than emailing.

INCOME TAX CHECKLISTS:

ADDITIONAL TAX WORKSHEETS:

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


VIRTUAL APPOINTMENTS

Our tax preparation appointments have adapted. Virtual appointments can help you feel comfortable during these uncomfortable times. What is your virtual meeting preference?

VIDEO CALL – As close to an in-office meeting as possible, a video call can accomplish it all. During your appointment, we can talk to you through the video conference app, share our computer screen with you to discuss your tax return, prepare your tax return live, or make changes in real time! It is best to connect to this meeting on a computer or tablet.

SCREEN SHARE ONLY – During a screen-share appointment, we will share our computer screen with you while we discuss your tax return, prepare your tax return live, or make changes in real time. It is best to connect to this meeting on a computer or tablet.

PHONE CALL – We can also do a regular phone call to review or prepare your taxes. If it is to complete the return, we may provide a draft copy to review with you in advance of the call.

 

Remember, we must have your tax documents at least two days before your virtual meeting…

Book your Appointment now!