Tax Forms for New and Returning Clients and Required Information

• Tax document checklist
• Engagement Letter
• Rental Info Sheet
• Required ID List
• New Tax Client Intake Form
• Returning Client Form
• Education Credits Information

Here is Where You Upload Documents to Our Safe & Secure Portal

Save Time!  Use the link above to upload all your documents and information securely. Contact us for any question. You do not need to create an account to upload and the directions are as simple as an email. These forms will help us to prepare and save time.