This page contains the forms you will need for a tax appointment.
Please contact us if you have any questions or concerns.
Tax Organizer 2018
Tax Organizer 2018 – Fillable: The Tax Organizer helps us gather information and keep it organized. Please fill it out to the best of your abilities and bring along for your appointment. (NOTE: If you save the document as a PDF, it becomes fillable on your computer)
Engagement Letter 2018 – General: The Engagement Letter is an agreement between yourself and our company for the preparation of your tax return. This letter must be signed and returned to our office prior to the preparation of your return.
NOTE: You can securely upload these forms and your tax documents to us under the Client Portal page of our website.