Forms

1. Print the INSTRUCTION SHEET

This will tell you what we need you to send (or bring) us in order to be able to prepare your taxes. All the sheets that you fill out can be electronically sent to us, printed and brought in, mailed, faxed, or scanned and emailed. Whichever is the most convenient for you. If you are coming in and have filled out the forms and sent then to our office your waiting time will be less when you get here.

2. You must complete either:

3. Read and submit the Engagement Letter

4. Answer the below “Questionnaire”

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