Documents & Forms

Here you will find Documents and Forms to assist you in preparing for your tax appointment.

All documents and forms can be securely submitted to us via Secure File Sharing. If you have not received an invitation to your new system as of 2021 please request one.

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

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

  • Return year 2019 or 2020 (due in 2019 or 2020)

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 –  2019 returns due April 15, 2020. 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.

. Filing an Extension READ THIS before filing an extension


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 (Scroll down for Business Fliers)

Informative Fliers Business