Client Forms

Organizer and Tax Preparation

We have two forms to help you with your preparation. You can download them, print them, fill them out and fax them to our office ahead of your visit. To do that, you need the Adobe Acrobat Reader which may already be installed on your computer. If not, it can be downloaded for free from the Adobe website.

Please use the fax number or mailing address under Contact if you would like to send the filled-out form ahead of your visit.

Client Drop-Off Information (new)

Open this PDF file.

Monthly Bookkeeping Record

Open this Microsoft Excel file to print out or download to use with Excel.

Client Organizer

Open this PDF file.

EIC Packet

Open this PDF file.

Required Documents

Open this PDF file.

8332 Release of Exemption

Open this PDF file.

1099 Worksheet

Open this PDF file.