Client Tax Forms
Client Checklist, Organizers and Forms
ALL INDIVIDUAL TAXPAYERS - Complete, save and upload to our secure client portal:
Individual Tax Preparation Checklist - is a summarized list designed to help you gather the tax information needed to prepare your personal income tax return.
Individual Client Income Tax Organizer - is a more detailed chedklist including a questionaire that asks about relevant tax items necessary for preapring your individual tax return accurately.
SELF-EMPLOYED, SMALL BUSINESS OWNERS OR INDEPENDENT CONTRACTORS - Complete, save & upload to our secure client portal:
- Business Expense Organizer - Please provide a Business Organizer for each indivdual activity.
Business Tax Questionaire
When you have compiled all your tax information:
1. Scan your completed Client Organizer to your computer or phone
2. Login into your secure client portal or mobile app
3. Upload documents into the designed file you or your tax professional has created.
Thank you for the opprotunity to serve you.
Note: You must have Adobe Acrobat Reader installed on your computer to print the Checklist and Organizer documents.