Call Us

813-603-2073

Our Location

10018 Park Place Ave Riverview, FL 33578

Documents & Forms

Here you will find Documents and Forms to assist you in gathering your documents.

All documents and forms can be securely submitted to us via Secure File Sharing. Returning clients may click this link to access their secure portal (new clients will receive an invitation to join after their new client call).

It’s Tax Time Again!  What you can expect:

ALL 1040 Clients will need to complete ONE of the following:

  • Current return year 
    • Individual Taxpayer Organizer –  Organizer and signed engagement letter is required from ALL clients.
    • Returning clients can request an organizer prepopulated with prior year data.

SOME 1040 Clients may need to complete the following:

NEW CLIENT EXTENSION REQUEST – If you are a new client and need an extension please complete this Extension request form for new clients. An extension give you until October 15th to file a personal tax return. An Extensions DOES NOT extended the time to pay your taxes due.

BUSINESS Clients may need:

BUSINESS Industry specific  information:

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)

Informative Fliers Personal 2024 tax laws (Returns due April 15th 2025)

Informative Fliers Business 2024 tax laws (Returns due March 15th, April 15th, and May 15th 2025)

Informative Fliers Personal 2023 tax laws (Returns due April 15th 2024)

Informative Fliers Business 2023 tax laws (Returns due March 15th, April 15th, and May 15th 2024)

Informative Fliers Personal 2022 tax laws (Returns due April 15th 2023)

Informative Fliers Business 2022 tax laws (Returns due March 15th, April 15th, and May 15th 2023)