Forms to help us prepare your return
We are unable to accept any new clients at this time.
Current Clients
To be considered a client for the 2026 tax year, we must have a copy of your completed 2025 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.
We encourage all clients to complete this form through our secure Client Portal. If you don't have a client portal, please call our office during normal business hours for assistance.
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?
We are unable to accept any new clients at this time.