2023 Tax Preparation Sheet – NEW CLIENTS
If this is the first time we are preparing your taxes, please complete this form and provide it with all of your tax documents, along with last year’s tax return.
2023 Tax Preparation Sheet – EXISTING/RETURNING CLIENTS
If we prepared your taxes last year, please complete this shorter form to let us know if there have been any changes, and provide it will all of your tax documents.
2023 Tax Preparation Sheet – SELF EMPLOYED
2023 Tax Preparation Sheet – RENTAL PROPERTY