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Our Tax Services :

Includes services and consultations for individuals, corporations, partnerships, trust and estate planning.

  • Preparing individual, partnership, corporation, trust and estate tax returns

  • Prior year state tax returns

  • Out of state tax returns

  • Bookkeeping services

  • Payroll services

  • Financial and tax planning

PLEASE FILL OUT THE FOLLOWING FORM TO THE BEST OF YOUR KNOWLEDGE AND SUBMIT PRIOR TO MEETING FOR TAX PREP.  THIS WILL REDUCE PREP TIME AND COST!

General Information 

Present Home Address

Telephone Numbers
Additional Tax Payer Info

Foreign Address (If Applicable)

Is the Taxpayer:

Is the Taxpayer's Spouse:

Filing Status (Check Box That Applies and Fill Supplemental Info)
Dependent Information
NonCustodial Parents

IF YOU ARE CLAIMING AS DEPENDENT,  WHO DOES NOT LIVE WITH YOU, YOU MUST ATTACH A WRITTEN DOCUMENT TO THE TAX RETURN THAT SUBSTANTIATES YOUR RIGHT TO CLAIM THIS DEPENDENT.

Check If You Are Attaching:

Total Exemptions Claimed
State Information

Part Time Resident of Which States? (Click all that Apply)

Non-Resident of Which States Where You Received or Worked (Click all that Apply)

Prior Year Information
Identity Verification

Does the Taxpayer:

Does the Taxpayer's Spouse:

Identity Protection Pin

Tax Prep Checklist

PLEASE CHECK ALL FORMS OR INFO THAT APPLY TO THE TAXPAYER'S RETURN

IF YES:

PLEASE ATTACH SUMMARY INCOME AND EXPENSE FILE BY ACCOUNT SUCH AS TRAVEL, ADVERTISING, ETC

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PLEASE ATTACH INCOME AND EXPENSE FOR
THE FARM

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PLEASE ATTACH INCOME AND EXPENSE BY PROPERTY, INCLUDING ADDRESS OF EACH PROPERTY

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IF YES:

ATTACH A LIST OF PROPERTY SOLD, DATE PURCHASED, DATE SOLD, COST OF PROPERTY AT DATE OF PURCHASE, COST OF IMPROVEMENTS, AMOUNT DEPRECIATED AT TIME OF SALE, SELLING PRICE AND ANY ADDITIONAL SELLING AND
PURCHASING COST.

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IF YES:

Contribute to a:

Upload Additional Documents

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AN ERROR OCCURRED. PLEASE REVIEW THE FORM FOR MISSING INFORMATION. IF BOX IS HIGHLIGHTED IN RED IT MUST CONTAIN A VALUE AND RETRY TO SUBMIT….

Contact Us To Get Our Tax Services

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