Document checklist
Gather income records, personal details, and dependent information before your appointment.
Bring your tax documents together with the Lush Tax Season Ready Kit — a simple, printable guide to help you feel organized before you file.

Enter your details and we’ll email your PDF.
A calmer filing season starts here.
A practical place to start for individuals, families, and the self-employed.
Gather income records, personal details, and dependent information before your appointment.
Give your self-employment expenses a home with a printable log for amounts and receipts.
Review the essentials and note your questions before meeting with your tax preparer.
Lush Tax & Financial Solutions is here to help you prepare with confidence.