New Clients

Document Checklist!

Click and download our document checklist to assist you with gathering the required documents for proper preparation of your tax return(s). Complete this document prior to your appointment with us for efficient preparation of your taxes.

Authorization for the release of tax records – Fill In (requires Adobe Reader

Click and download the authorization for the release of tax records to assist in the preparation of your income tax return(s). Complete this form and provide it to your prior tax professional for returns or documents you may be missing. Some tax professionals may apply a charge for copying the tax documents to be sent to a new tax professional. Their fees may apply.