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2019 Tax Year Forms

2019 New Client Information Form (PDF) — Save time during your meeting with us! Print and fill this out for when you bring in your tax information. Note: this form is able to be filled out on your computer first!

2019 Returning Client Information Form (PDF) — We encourage our returning clients to fill out this form to make sure we have the most up to day information about you for your return. Did you move or your phone number change? What about dependants? Perhaps you go married or divorced. All these factors can/will effect your return! Note: this form is able to be filled out on your computer f

Earned Income Tax Credit Interview Sheet (PDF)

Head of Household Questionnaire (PDF)

Previous Year’s Forms

2018 New Client Information Form (PDF)

2018 Returning Client Information Form (PDF)

Affordable Care Act Questionnaire (PDF)

2017 New Client Information Form (PDF)

2017 Returning Client Information Form (PDF)

Affordable Care Act Questionnaire (PDF)

Business Use Mileage Form (PDF) — Please complete this form if you are claiming a vehicle expense deduction on Schedule C  (Sole Proprietor Business),  Schedule E (Rental Income) or on Schedule F (Farm Income and expenses.)

Earned Income Tax Credit Requirements (PDF) — As the taxpayer claiming a child (or children), you need to provide documentation that the child/children actually live with you. The form contains a list of documents that may be used to support that claim.

2016 New Client Information Form (PDF)

2016 Returning Client Information Form (PDF)

Affordable Care Act Questionnaire (PDF) — If you did not receive a Form 1095-B or 1095-C for 2015, please complete the sections that pertain to your family.

Earned Income Tax Credit Requirements (PDF) — As the taxpayer claiming a child (or children), you need to provide documentation that the child/children actually live with you. The form contains a list of documents that may be used to support that claim.

2015 New Client Information Form (PDF)

2015 Returning Client Information Form (PDF)

Affordable Care Act Questionnaire (PDF)

Business Use Mileage Form (PDF) — Please complete this form if you are claiming a vehicle expense deduction on Schedule C  (Sole Proprietor Business),  Schedule E (Rental Income) or on Schedule F (Farm Income and expenses.)

2014 Tax Client Information Forms – NEW CLIENT (Word) (PDF)

2014 Tax Client Information Forms – RETURNING CLIENT (Word) (PDF)

ACA Hardship Exemption Application (PDF)

2015 ACA  Questionnaire (Word) (PDF)

IRS Publication 5187 – Health Care Law: What’s New for Individuals & Families (PDF)