What To Bring

Getting organized to prepare for your tax appointment can save you a ton of time, and is well worth the effort.

If it’s just after tax season, this list will help you know what documents to keep an eye out for throughout the year and set aside. If your tax appointment is right around the corner, this list is a great resource to help you track down the right documents.

With all of the changes every year (and, of course, that’s especially true THIS year), filing your taxes on your own is not for the faint of heart. That’s even with nice-looking software on the market which purport to make it easy for you.

But that’s what we’re here for.
Let us be your easy button in Oklahoma City.

Filing your taxes on your own is not for the faint of heart. That’s even with nice-looking softwares on the market which purport to make it easy for you.

But that’s what we’re here for. Let *us* make it easy for you.

Below is a list of what you will need during the tax preparation process. Not all of them will apply to you — probably MOST will not. Nonetheless, it’s a useful checklist.

Before you get overwhelmed: yes, this is a long list — but it’s the unfortunate reality of our tax code that it’s not even comprehensive! But these items will cover 95% of our clients. Really, this is for ensuring that we’re able to help you keep every dollar you can keep under our tax code.

Also note: Certain deductions went away this year, that we’re used to handling on behalf of our clients. And some that you might be used to as well. This list has changed a little, and I’ve notated additional changes coming down the pike.

But again … we will be your guide. That’s what we’re here for.

Even if for some strange reason you won’t be using our cost-effective services this year, feel free to use this list as a handy guide…

Client Stories

Tracy

If you need tax help then don't hesitate! Make that call now. Robin is professional, personable and really listens. She quickly handled the issues we faced which gave us some relief. Knowing everything was in her capable hands allowed us to pursue our lives and businesses without worrying about taxes. We fully recommend RLH Tax Services and would rate 5 of 5 stars.

Karri Johns

I am very appreciative of all that you do to get my taxes prepared. I'm saved a lot of stress knowing that I can rely on Robin to give me good advice and get them completed properly. I would definitely leave a 5 start review if I had any social media accounts. Thank you very much for all of your help.

Marilyn Norred

I give your firm a "5" rating. You do a great job and a fast job. I am so pleased with your service. Please keep up the good work.

Robert Adair

I use this tax prep.service every year,it's perfect for me as they are willing to take the extra time and effort to answer any and all questions you may have,at the same time, they get your taxes prepared as quickly and as efficiently as possible.

Annette Gunter

We have been using Robin for a few years now. She got us out of a mess with the IRS when a company gave us one 1099 & turned a different one into the IRS. The lady really knows her job, I feel really confident in her doing our dealings with the taxes she knows what is best for what situations, and what will be the best way to file for you to get the best refund. Always helpful when I have a question or concern.

Roy Ingram

Robin took my case on took all the pressure off I have felt great since she started and has done an excellent job very nice person to talk to if u are in trouble with IRS she's the one to hire thank you Robin.

Beth Menasco 3 Geeks

As a small business owner, you can't possibly know it all - when it came to dealing with the IRS, I didn't know they weren't going to keep jerking me around and running up the debt. It took one call to RHS to make it all end. I can't recommend them enough!

Tax Preparation Checklist

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