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If you are a new or returning client, please download the Client Tax Organizer. The tax organizer is a short, simple form that is easy to fill out and will provide our firm all of the necessary information to prepare your tax return. Please bring it in when you are dropping off your information. If you are a new client, please download the New Client Checklist. It will give you an idea as to what documentation we need to prepare and file your tax return accurately. If you own a small business or are self-employed, please download the Schedule C. |
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Client Tax Organizer
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To view click here
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New Client Checklist
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To view click here
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| Schedule C | To view click here | |
| Rental Property Worksheet | To view click here | |
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Common Business Deductions
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To view click here
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IRS Website
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To view click here
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Where’s My Refund?
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To view click here
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The Original Tax Place on Main Street | 1335 Main Street Cincinnati, Ohio 45202 | (513) 744-9000