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.
Click here.

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.
Click here.

StorenPlus Program

This program offers protection against potential post-filing representation costs. Click here for additional details about this program.
Click here.

What to provide checklist for Individuals

This checklist will summarize the specific documents we will need in order to prepare your tax return.
Click here.

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.
Click here.

Donated Goods Valuation Guide

This excel file is a helpful calculator to determine the value of donated goods (to charities, Goodwill, etc.).
Click here.

 

Click here for more tax season info.