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2018-2019 Tax Planning Forms for New & Current Clients 

Below you will find the required documents that must be read, signed, and/or completed prior to your tax appointment. (All forms are fillable PDF's)

1. Personal Income Taxes Packet (Silver, Gold, Platinum) 

New & Current Client 2018-2019 Engagement Letter

New & Current Client Intake Form 

Personal Income Taxes Checklist 

Self-Employed & Small Business & Home Office Worksheet

2. Self-Employed Industry Specific Worksheets

Daycare Provider

Musician & Signer 

Paid Driver (Uber/Lyft/Amazon/Door-Dash, etc.)

Real Estate Professional (Schedule C)


Truck Driver 


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