Beckett Tax

Use the Tax Organizer to help prepare for your tax appointment Follow the instructions to determine which forms and information you need in order to complete your filing accurately and thoroughly

Are you a returning client?

IRS Letters And Audits State Letter And Audits Tell us what you need Prepare for the appointment Please prepare and gather all tax-related materials needed for your appointment For a list of documents and information needed, please see the link below Arrive at your appointment When you schedule an appointment with Beckett Tax we set aside time to provide you with the highest quality service Our goal is to complete the tax return during this appointment If we need to schedule another appointment due to missing information, an additional fee may be assessed

Before we can file your return, we have some paperwork to sign, and we need to collect payment For payment options, please see Payment Methods below After documents are signed and payment is collected, we will provide a complete copy of your return for you to keep for your records

• 266 Corporate Dr, Madison, WI 53714