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.

Coupon

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