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Client Forms

Want to do your taxes with our office? Please use these forms & submit it our office via fax or email or portal. Please note that all clients must fill out a Client information form.

For individual taxes please use the individual tax organizer. For business taxes please use the business tax organizer. If you would like to have a portal set up for submission of your documents and forms please email our office requesting a portal with the following information: First and last name and email address.

Tax Diagnosis Questionnaire

2018 Tax Guide

2013 Individual Tax Packet

2013 Business Tax Packet