Tax time can be confusing. Just knowing what documents to bring to your Tax Appointment can be frustrating. To assist you, we have provided some forms and a checklist to help guide you in this process. Please review the Pre-Appointment Checklist to see which items apply to you and bring the Client Information Sheet filled out to your appointment date. Also feel free to fill out any other forms that might apply to your situation.
* PRE APPOINTMENT CHECKLIST
* CLIENT INFORMATION SHEET
* PROFIT OR LOSS FROM BUSINESS
* INDIVIDUAL EXTENSION REQUEST FORM
* BUSINESS EXTENSION REQUEST FORM
* VEHICLE BUSINESS MILEAGE & EXPENSE LOG
This information is provided to help you gather and organize the information necessary to file your taxes. Please feel free to contact us if you need assistance or have any questions.