Client Tax Forms
We would love to help with your tax preparation.
Below are forms to help you organize. Please provide applicable forms and documents at least one week before your appointment:
Personal Return Or
Our office hours are 9 am-5 pm, Monday-Friday.
At least one week before your appointment, please use the SecureFilePro portal to upload your documents or bring them to the office.
Below are forms to help you organize. Please provide applicable forms and documents at least one week before your appointment:
Personal Return Or
- Personal Return Checklist
- 2025 Personal Tax Questionnaire and Organizer
- Business Return Checklist and Questionnaire
- 2025 Business Return Organizer
- Business Information and Expense Worksheet (fillable)
- Profit & Loss (P&L) Spreadsheet (download and use)
- Rental Property Checklist
Our office hours are 9 am-5 pm, Monday-Friday.
At least one week before your appointment, please use the SecureFilePro portal to upload your documents or bring them to the office.