FINRA has investor education materials such as BrokerCheck, which provides insight into firms and financial advisors.
Please Find The Correct Form Below
2023 Tax Preparation Sheet – NEW CLIENTS
If this is the first time we are preparing your taxes, please complete this form and provide it with all of your tax documents, along with last year’s tax return.
2023 Tax Preparation Sheet – EXISTING/RETURNING CLIENTS
If we prepared your taxes last year, please complete this shorter form to let us know if there have been any changes, and provide it with all of your tax documents.
2023 Tax Preparation Sheet – BUSINESSES
If you have a Corporation, LLC, or are self-employed, please complete this form for each business and provide it along with the applicable Tax Preparation Sheet above for either a New or Existing tax client.
Bookkeeping Client – For Accounting Services
If you are interested in using our Bookkeeping services, please complete this form to give us the basic information we need to get you started.
Home Sale Worksheet
If you sold a home last year, please complete this form and provide it to us with your HUD statement.
If you need more time to file your federal tax return, please complete this form. For existing clients only. Please see the IRS guidelines provided on the form. Filing for an extension DOES NOT grant you any extension of time to pay your taxes.
If you have rental properties, please complete this form.
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