CURRENT CLIENTS ONLY - For your convenience, please fill out the forms COMPLETELY and drop them off with your tax information, or ALL of your tax documents can be uploaded HERE. If possible, please combine all of your forms into one file before uploading.
Please Note: NO PHOTOS of your documents. Please scan or use a scanner APP, in order to be legible. Thank you for your understanding.
These forms are being provided as guidance to show the information needed, if applicable to our clients' tax situation. You can choose to use the forms below or provide your own version of the information.