This page contains the forms you will need for a tax appointment.

Please contact us if you have any questions or concerns.

Thank you!

2022 Tax Organizer NEW CLIENT: 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)

2022 Tax Organizer – Returning Clients: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 2022 – 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.