New Client Portal Access Request
New Client Appointment Request
Tax Preparation Application Documents
All documents required are fillable we recommend opening and completing 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
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Tax Return Tax Payer Intake Form (Required)
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Taxpayer Questionnaire (Required completed and signed for all clients)
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Items To Bring To Your Tax Preparation(Required)
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Document Checklists (detailed list of all documents that may pertain to your tax preperation)
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Preparation Fees (Rev. Jan 2022)
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Due Dillegence Questionaire (Required completed and signed for all clients)
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Schedule C (Required for all self employed, small business & indepdent contractor [1099 misc] income)
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Schedule E (Required for all real estate owned)
Taxpayer Brochures