Client Forms and Resources
Download the forms you need, fill them out at home, and bring them in or send them back securely.
Tax Organizer
A checklist and worksheet to help you gather everything for your return.
Form W-9
Request for Taxpayer Identification Number and Certification.
Engagement Letter
Our standard engagement letter for new and returning clients.
Tax Preparation Checklist
What to bring to your appointment, in one page.
Sending a completed form back?
Do not email completed forms. They contain personal information. Use our Secure File Exchange instead, and we will send you a private upload link.