If you would like to see a check list that will help you determine what you need to have your taxes prepared, click on the link below.

Click here to access the Easy Tax Preparation Check List
 


If you have Excel click here to download the Excel version of the Tax Organizer.  This can be filled out and e-mailed back to me at jt@teamtreadway.com

 

If you do not have Excel, you can download and print this PDF file and fax it to me at 704-672-4915.

If you do not have Adobe Acrobat Reader, you can download it for free at www.adobe.com .
 


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Juli Treadway
5400 Chedworth Drive
Charlotte, NC 28210
Phone: 704-724-4848
Fax: 704-672-4915
info@teamtreadway.com

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