Tax Prep Checklists, Worksheets, & Virtual Appointments2023-01-04T21:41:18-05:00

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.


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.



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.


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.



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