Client Tax Forms

When you’re ready to talk taxes, it’s best to be prepared!

Below are forms to help you organize. Please provide applicable forms and documents at least one week before your appointment:

Personal Return

• Client Information and Personal Expenses (fillable)
• Tax Preparation Checklist

Or

• Comprehensive Tax Organizer

Business Clients

• Business Information and Expense Worksheet (fillable)
• Profit & Loss (P&L) Spreadsheet (download and use)
• Rental Property Checklist

Our office hours are 9 am-5 pm, Monday-Friday.

At least a week before your appointment, please use the SecureFilePro portal to upload your documents or bring them to the office.