Instructions

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 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 them to our office, please let the front desk know; this will prevent confusion and also reduce your waiting time.

2. Information Sheet – download PDF

3. Engagement Letter – download PDF

4. Privacy Policy – download PDF

5. Health Insurance Info – download PDF

6. Form 7216-Consent to Use – download PDF

7. Married Dependent Questionnaire – download PDF

8. Other Dependent Questionnaire – download PDF

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