Please be sure to fill out all of the documents below before you give us your tax season information.  By using these forms, in lieu of bringing loose documents, you can greatly expedite the time it takes us to complete your return.  You may print them off and deliver them to our office in person, or email them to us at  We will also have several of these forms at our front desk that will be available to you at any time.

Client Intake Form 2021

2021 Tax Season Letter & Document Checkoff List

Schedule A (Itemized Deductions) Form