Welcome to Brookside!

Welcome to Brookside Tax & Financial Group! We're so glad you've decided to meet with us. For your first appointment, we ask that you meet with us in-person. Use the lists below to ensure you provide the necessary paperwork when attending your first appointment.

Please bring the following items:

• Your driver's license
• A copy of last years tax return
• Copies of your financial statements

Do you know about our additional services? Check them out!