Downloads

Are you meeting with us for the first time? You can download our New Client form and fill it out before your appointment.

Client Information fillable form

If you are a new client who needs help with a tax return, the form below will help you gather the information we will need to process your return.

New Client Organizer highlighted (fillable)

Business Owners

If you are a business owner, please also complete the form below in addition to the New Client form above.

Business Client Information fillable form

The following forms will help you gather the information we will need to know about your business.

Business tax client organizer checklist – SCHEDULE C client

Business tax client organizer checklist

If you cannot print the information forms, don’t worry! Just arrive a few minutes early so you can fill them out before your appointment. The organizers are meant to be a guide in bringing the information we will need – if some of it doesn’t apply, or you are unable to obtain it we can discuss this when we meet with you.