Helpful Forms: 

Welcome, we are glad to have you as a new client.

 Please print and complete this simple form. Then bring it to your appointment or include it with your drop-off. It will help us establish you in our systems.

 

Here's a list of the most common items we need to prepare your tax return. 

Please print and review this form. Check off the items you are bringing and be sure to answer the questions, some may require additional documentation. 

Please print and complete this form; it will help to maximize your deductions. 

Be sure to bring it to your appointment or include it with your drop-off. Also check the "Do You Have Everything We'll Need" list to the left.

 

Use this form to authorize release of information to other parties.

Please print and complete this form. Be sure to include it with your drop-off.

 Also check the "Do You Have Everything We'll Need" list to the left.

 

Please print and complete this form; it will help to maximize your deductions. 

Be sure to bring it to your appointment or include it with your drop-off. Also check the "Do You Have Everything We'll Need" list to the left.

Please print and complete this form; it will help to maximize your deductions. 

Be sure to bring it to your appointment or include it with your drop-off. Also check the "Do You Have Everything We'll Need" list to the left.

Please print and complete this form; it will help to maximize your deductions. 

Be sure to bring it to your appointment or include it with your drop-off. Also check the "Do You Have Everything We'll Need" list to the left.

Please print and complete this form; it will help to maximize your deductions. 

Be sure to bring it to your appointment or include it with your drop-off. Also check the "Do You Have Everything We'll Need" list to the left.

Please print and complete this form; it will help to maximize your deductions. 

Be sure to bring it to your appointment or include it with your drop-off. Also check the "Do You Have Everything We'll Need" list to the left.

Please print and complete this form; it will help to maximize your deductions. 

Be sure to bring it to your appointment or include it with your drop-off. Also check the "Do You Have Everything We'll Need" list to the left.

Please print and complete this form; it will help to maximize your deductions. 

Be sure to bring it to your appointment or include it with your drop-off. Also check the "Do You Have Everything We'll Need" list to the left.

Please print and complete this form; it will help to maximize your deductions. 

Be sure to bring it to your appointment or include it with your drop-off. Also check the "Do You Have Everything We'll Need" list to the left.

Please print, review and complete this form. It contains important information for you and will help us to complete your corporate return. Be sure to bring it to your appointment or include it with your drop-off, along with other documentation required.

Please print and complete this form; it will help to maximize your deductions. 

Be sure to bring it to your appointment or include it with your drop-off. Also check the "Do You Have Everything We'll Need" list to the left.

Please print and complete this form; it will help to maximize your deductions. 

Be sure to bring it to your appointment or include it with your drop-off. Also check the "Do You Have Everything We'll Need" list to the left.

Sole Proprietors -Schedule C

Please print and complete this form; it will help to maximize your deductions. 

Be sure to bring it to your appointment or include it with your drop-off. Also check the "Do You Have Everything We'll Need" list to the left.

Download IRS Form W-4  Employee Withholding Allowance Certificate.

Download IRS Form W-9 Request for Taxpayer Identification Number and Certification.

Download IRS Form 4868 (Automatic Extension to File) below. Follow the directions to complete and submit your extension.

Remember this is an extension to file not an extension to pay. Any tax liability is still due by April 15th.

Download Form I-9 Employment Eligibility Verification.