CURRENT CLIENTS ONLY - For your convenience, please print and fill out the forms below and drop them off with your tax information.
Or upload them HERE with all of your tax documents. If possible, please combine all of your forms into one file before uploading. Please Note: We are not able to accept photos of your documents. The documents need to be scanned and in a PDF format in order to be legible. Thank you for your understanding.
These forms are being provided as a convenience for current clients to download, if requested.
Tax Information Disclosure (pdf)
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