2022 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.

2022 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 will all of your tax documents.

2022 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.