Forms for Individual Tax Preparation

What to Bring

Check this to make sure that you bring everything we need to prepare and submit your returns.

Drop Off Form

Please print and fill out this form so that we can complete your return. We will call with any questions.

Client Letter

Please print out this letter, read it, and sign it at the bottom. Please have it ready with your Drop Off form and documents.


Refer a friend, & get $25 off your return prep fee, and $25 off for your friend. Fill out this form for your referral 

Real Estate & Tax Solutions

P: (818) 970-9491

F: (818) 279-0581

Keller Williams BRE# 01368144
3050 Henrietta Ave., La Crescenta, CA 91214, USA

EA #00096529

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We do not discriminate or encourage discrimination against people based on personal attributes such as race, ethnicity, color, national origin, religion, age, sex, sexual orientation, gender identity, family status, disability, medical or genetic condition.

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