Client Onboarding

Client Onboarding Checklist

GFG requires the following information to be provided in order to engage services.

Prior Returns: Upload copies of your most recently filed tax returns.

Estimated Taxes: Ensure all estimated tax vouchers and proof of payments are uploaded to your folder.

Last-Minute Deductions: Confirm all contributions or eligible deductions are finalized and paid by April 15th.

Please provide documentation regarding funding for your:

IRA (Traditional or Roth)

401(k) contributions

529 College Savings Plans

H.S.A. (Health Savings Account) funding

Itemized Deductions: Provide a summary for review.

Medical Expenses: Please visit our [Medical Deductions Listing Page] for a full list of eligible expenses to submit.

Vehicle Records: Upload all DMV renewal notices and mileage logs categorized by business, charity, and medical use.

Profit & Loss (P&L): Provide a current P&L statement for your business. If you do not have one, you may use our provided template.

Rental Property: Provide a report of all rental income and expenses. Please include the Property Manager’s Report and/or use our rental template.

Mobile Portal: Download our mobile app to your phone, enabling push notifications for updates.

File Standards: All scanned documents must be submitted in one of the following formats:

PDF

Word

Excel

Notify us of any anticipated changes in your income.

Note any expected sales or purchases of real estate or significant property.

Feel free to contact us for any questions.