Taxpayer Forms

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To ensure a smooth and efficient tax preparation process, it is crucial that all client tax forms are completed fully and accurately. Providing clear and correct information on your taxpayer intake forms allows us to prepare your return properly, minimize delays, and avoid the need for follow-up requests regarding your tax preparation forms.

1. Please fill out the client tax forms below to begin. 2. Review the Tax Preparation Checklist to identify any documents you may need to gather for the taxpayer intake forms. 3. For scheduling, contact us directly at 347-380-0439 or Schedule Online. 4. Please upload all files via our encrypted Client Portal using the tax preparation forms.

Individual Tax Intake Form

Small Business Intake Form 

Small Business Organizer Form - (client tax forms for 1099's taxpayer)

Home Daycare Organizer Form 

Pricing & Helpful Information