New Client Portal Access Request
New Client Appointment Request
Tax Preparation Application Documents
All documents required are fillable (you can type in the fields)
We recommend opening and completing them in a PDF viewer such as Adobe Acobat Reader for greatest compatibility and to not complete in your browser if the signature fillable field is not visible
-
Tax Return Tax Payer Intake Form (Required)
-
Taxpayer Questionnaire (Required completed and signed for all clients)
-
Items To Bring To Your Tax Preparation(Required)
-
Document Checklists (detailed list of all documents that may pertain to your tax preperation)
-
Preparation Fees (Rev. Jan 2023)
-
Due Dillegence Questionaire (Required completed and signed for all clients)
-
Schedule C (Required for all self employed, small business & independent contractor [1099 misc] income)
-
Schedule E (Required for all real estate owned)
Taxpayer Occupation Brochures