Here are a few handy forms to help you during this tax season. If you have any questions about anything at all, please give us a call. Click to access the pdf of these forms, download or complete in your browser.
New Client Forms for Individuals
This will provide us with important taxpayer and dependent contact information and details.
New Client Forms for Businesses
This will provide us a summary of business and primary contact information and show a listing of key business documents needed.
This program offers protection against potential post-filing representation costs. Click here for additional details about this program.
What to provide checklist for Individuals
This checklist will summarize the specific documents we will need in order to prepare your tax return.
What to provide checklist for Businesses
This checklist will summarize the specific business documents we will need in order to prepare your business tax return.
Donated Goods Valuation Guide
This excel file is a helpful calculator to determine the value of donated goods (to charities, Goodwill, etc.).