New Client Portal Access Request
New Client Appointment Request
Tax Preparation Application Documents
- Tax Return Tax Payer Intake Form
- 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 2019)
- Due Dillegence Questionaire (Required completed and signed for all clients)
- Schedule C (Required for all self employed, small business & indepdent contractor [1099 misc] income)
- Schedule E (Required for all real estate owned)
Taxpayer Brochures
