A tax intake questionnaire can facilitate the process of pulling together your tax information. This basic tax intake tool is designed for new clients and allows you to gather the information you need for us to help you. You can then print the completed tax intake tool and mail it, drop it off at our offices or request a client portal be sent to you to upload from home… whichever way best serves you! NEVER fax or e-mail the completed forms over the phone lines or internet… It’s not safe! We can help you go over the internet through our private IT system with Client Portals if you desire. We also find it helpful if you provide your last two years tax returns that includes prior year information and carryover data.

You can download our personal or corporate intake form in Adobe Reader (PDF) format. You can get Adobe Reader free from Adobe’s website.

Looking for a federal tax form? Browse this online tax forms library to find downloadable IRS forms. The forms are presented in PDF format and are acceptable for filing with the IRS. You may also choose from dozens of helpful tax publications developed by the IRS to help taxpayers have a better understanding of various tax issues. Available in PDF format, these publications are written in a plain language format geared specifically to taxpayers.