New Client Appointment Request
Taxes To Go Client Application App Request: Have The Application Sent To Your Phone
Tax Preparation Application Documents
Revised Feb 9th, 2024
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)
-
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 2024)
-
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