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 SecureFilePro 

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

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 –  2018 returns due April 15, 2019

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 Tax Cuts and Jobs Act (New tax laws as of 2018 tax year with returns due 2019)

Informative Fliers Personal 

Informative Fliers Business