2020 Tax Prep Toolkit

Help us find every tax deduction and credit you are eligible for—our tax review tool will help you fully prepare for your meeting with us.


When using this Tax Prep Toolkit you are submitting sensitive information. Because of this there are a few things to know:

Once you start to input your information you will have 72 hours to complete it on the same browser/device. Your information is stored on your local machine/device until you click submit and then it is transmitted to Davies + Allen.

This information should only be transmitted over a trusted wifi connection and NOT a wireless (mobile phone) or public wifi connection.

Please acknowledge the time/device constraint and security information above.