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

Or

Business Clients

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.

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