Forms
For individual tax preparation service, please fill out the Client Intake Form and submit with your documents. Missing info will delay the return process.
For small business tax preparation service, or for corporate returns, please fill out the Business Intake Form and submit with your documents. Missing info will delay the return process.
Extensions only apply to the tax filing date and DOES NOT EXTEND YOUR PAYMENT DUE DATE. If you believe you owe taxes this year, you must still submit an estimated payment by Tax Day.
For small-business and 1099 recipients that do not use a traditional accounting program.
Please use if you have paid $600 or more to any individuals not classified as employees.
For residential and commercial property sales, either personal or investment.
For residential and commercial property owners with rental income/expenses.
For U.S. Citizens living abroad and earning foreign income or obtaining foreign assets.
If you received a 1099-C from a banking institution or lender, please use this worksheet.