Forms
New Client
Tax Checklist
Please fill out the checklist and bring it with you along
with your tax documents.Please also bring 2 years worth of prior tax returns.
Returning Client
Tax Checklist
Please fill out the checklist and bring it with you along with your tax documents.
Business
Tax Checklist
Need help deciding what income and expenses you can claim for your
business? Reference our checklist to help guide you
in the right direction.