The following annually required forms are being provided here for your convenience.  Our hope is that this will save you time and allow us to place your return in line for preparation as soon as possible.  If you prefer, one of our staff members will be happy to help you complete them when you submit your information packet. 

These organizers help you organize and communicate your tax information to your CPA for preparation.  

For self-employed:

Additional information to assist you to understand your returns, learn about changes, and reduce audit risk.

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If they apply to you: