INDIVIDUALS:

 

STEP 1:  CLICK HERE FOR THE TAX PREPARATION AGREEMENT

 

STEP 2: NON BUSINESSES CLICK HERE TO EXPEDITE TAX PREP

 (PDF download)              OR

Click here to complete form online

(must sign with a Google email account)

​

STEP 3: CLICK HERE FOR EFILE AND REFUND OPTIONS CONSENT

(complete only if you are paying tax prep fees with a refund transfer)

CLICK HERE FOR A TAX PREP CHECKLIST

​

​

CORPORATIONS:

​

CLICK HERE FOR CORPORATE TAX PREP CHECKLIST 

CLICK HERE FOR BUSINESS INTAKE FORM

 

​

OTHER FORMS:

 

INCOME AND EXPENSE SPREADSHEET FOR: sole proprietors

Schedule C filer log sheet

FBAR 114a Reporting

NOTICE:  Privacy Policy