Special Announcement
Save Time! Download, print, and complete the following before coming to your appointment:
- Individual Client Information Sheet: Make sure to print and complete it before coming to your appointment:
- Client Info Sheet for 2023 Tax (PDF)
- Click here to download the 2023 Client Information Sheet (MS Word)
- Click here to download the 2023 Client Information Sheet (PDF)
- Click here to download the 2022 Client Information Sheet
- Click here to download the 2021 Client Information Sheet
- Educator Deductions List: Print and complete before coming to your appointment. Click here to download the Educator Deductions Worksheet
- Non-cash Chartitable Deductions Worksheet: Print and complete before coming to your appointment. Click here to download the non-cash Charitable Deductions Worksheet
- Rental Agreement Document: Print and complete before coming to your appointment. Click here to download the Rental Worksheet
- Documents you may need for the completion of your taxes: Download this list, it will show you which documents you need to have. Click here to download.
- Business Information Sheet: Make sure to print and complete it prior to arriving at your scheduled appointment. Click here to download the Business Information Sheet
If you have a business, download the deductions worksheet and complete it prior to your appointment.
Find the document that closely resembles your business type.
Choose from the list below:
Essential Business