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 our 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, self employed, or have a home office please download the Schedule C - Vehicle & Home Office Worksheet