In our continued attempt to provide all of our clients with necessary tools to make filing your taxes an easier and more satisfying experience, here are some of the forms that we will need during your appointment, when mailing, faxing or dropping off your tax information. Please complete all information for each form.
Please do not submit your tax documents until all necessary documents have been received, and in one email or fax. Submitting incomplete or multiple emails or fax files, can result in errors or delays when preparing your tax return.
Forms are available in both Word and PDF format.