Tax Preparation Documents
Please be aware that our cutoff date for incoming paperwork guaranteed to be completed before deadline is March 15th. Paperwork arriving after this date may very well end up on extension. We will do our best to complete as much paperwork as possible, and will never leave you 'high and dry' with your taxes!!!
Each of the Documents below can be downloaded by clicking on the link above the document preview for your convenience. To complete the form electronically (which can be emailed back to us through our secure portal), click on the 'pop-out' button in the upper right corner of the window of the form you are viewing. Use the top option to open with Google docs at the top. Simple as that!!
2022 New Client Organizer.pdf2022 Returning Client Intake Form_001.pdf2022 Sole Prop Tax Organizer.pdf2022 Rental Property Tax Organizer.pdf2022 LLC Tax Organizer.pdf2022 SCorporation Tax Organizer.pdf2022 CCorporation Tax Organizer.pdf2022 Partnership Tax Organizer.pdf