Forms to help us prepare your return
We are no longer accepting new clients for the 2025 tax year.
Current Clients
To be considered a client for the 2025 tax year, we must have a copy of your 2024 tax return on file.
Please fill out the "Individual Tax Return (Drop-off Form)" by clicking the button below or fill out the drop-off form in our office.
Click the "Individual Tax Return Checklist" button below to see a list of commonly required documents and 2025 tax law changes that may apply to you.
Interested in becoming a client?
To become a client for the 2026 tax year, please provide a copy of your 2025 tax return to our office by September 30, 2026.