Tax Forms and Information (Personal)

2025 Client Intake Questionnaire (pdf)

Business Intake - Sole Proprietor_Fillable (pdf)

Write-Offs _ Deductions_Fillable (pdf)

Audit Guide (pdf)

Education Tax Credit (pdf)

Example of Car Expenses (pdf)

Mileage Record (pdf)

Payment Options For Balance Due (pdf)

Child Care Provider (pdf)

2025 Due Diligence - Preparer (pdf)

2025 Due Diligence - Dependents (pdf)

2025 Sworn Statement of Residency (pdf)

2025 Due Diligence - Education (pdf)

Paid Client Report _Fillable (pdf)