Tax Documents and Forms

Select a link below, print, complete and return to your Tax Preparer.

Client Intake Form /uploads/4/5/2/1/4521263/client_information_tax1.docx

Small Business Statement /uploads/4/5/2/1/4521263/tax_small_business_statement_1.docx

Healthcare Statement /uploads/4/5/2/1/4521263/healthcare_statement1.docx

Signature Pages coming soon



Important IRS Links
Click the red link below.
_Where's My Refund

_Request an IRS Transcript


For more information visit www.irs.gov