Right click and “Save file as” on all of these items!

  • 2012 Tax Client Information   (PDF) (Word)
    • New Clients are always asked to fill out this form upon coming in to have their taxes filed. It’s also a great way for current clients to give us updated information in case there were changes in the past year!
  • 2011 Tax Appointment Worksheet (PDF)
    • Use this worksheet to make sure you have all the possible documents you may need when filing your return.
  • 2011 Miscellaneous Information (PDF)
    • Similar to the Tax Appointment Worksheet, this is the form we will use ourselves to double check that we have all your information. It’s another great way to ensure you have all the information we will need to file your taxes accurately the first time.