Here are some client forms, organizers,
and helpful tax-related resources for you

NEW CLIENTS

New Client Application

Pre Visit Checklist

How We Work

 

EXTENSION FORMS

2020 Extension Agreement – Individuals

2020 Extension Agreement – S-Corps & Partnerships

2020 Extension Agreement – C-Corporations

CLIENT FORMS & ORGANIZERS

Due Diligence Questions – Fillable PDF

Due Diligence Questions – To Print

Note: All returning clients receive a personalized tax organizer, available on their portal, each year.
If you are a new client or would like help organizing your business expenses, the following are available:

2020 Individual Organizer (New Clients)

Daycare Organizer

Realtor Organizer

Rental Property Organizer

Contractors & Flips Organizer

General Business Organizer