Individual Returns

INDIVIDUAL INTAKE FORM (for New or Returning Clients—select one)

For individual tax return preparation, please click the button below to fill out our Individual Intake Form for either New or Returning Clients, and submit with your tax documents. Missing information will delay the processing of your return.

Click on the links below to access fillable pdfs and excel sheets for the following:

TAX PREPARATION CHECKLIST (optional, but helpful)

SELF-EMPLOYED INCOME AND EXPENSE SHEET
If you are self-employed, you must complete this sheet.

RENTAL INCOME AND EXPENSE SHEET
If you own a rental property, you must complete this sheet.

FOREIGN INCOME SHEET

ESTATE/TRUST INTAKE FORM

FBAR FORM

1099-NEC FORM (Non-Employee Compensation Form) 
Applicable for clients who paid individuals for services but not classified as employees.

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Business Returns

BUSINESS INTAKE FORM (for New or Returning Clients—select one)

For business tax return preparation, please click below to fill out our Business Intake Form for either New or Returning Clients, and submit with your tax documents. Missing information will delay the processing of your return.

Click on the link below that corresponds to your business entity to access a fillable excel sheet for you to record business income and expenses for the year.

Partnership/LLC income and expense sheet

S-Corporation Income and Expense Sheet