Documents & Forms

Here you will find Documents and Forms to assist you in preparing for your tax appointment. All documents are for tax  year 2015 with 2016 due dates but can be utilized in preparing for earlier years.

EXTENSION REQUEST INFORMATION 2016 tax return due April 18th

ALL 1040 Clients will need:

SOME 1040 and business clients will need these business / industry specific checklists  (see additional documents below):

BUSINESS Clients will need:

OTHER Forms Clients frequently need / request:

  • FORM W9 (For Independent Contractors to Complete)
  • FORM W4 (For New Employees or Employees who want to change withholdings to Complete)