TAX FILING FORMS

INDIVIDUAL

We look forward to working with you this tax season. Please take a minute to read the following and complete the corresponding checklist that may apply to you.

DUE DILIGENCE CHECKLIST

Do you have children under the age of 17 or under the age of 24 enrolled in college? If so, please fill out our Due Diligence form and have it ready to include with your tax documents.

Download Checklist

INCOME TAX CHECKLIST

Prior to your appointment with your tax preparer, please review the income tax checklist to help ensure that you have all necessary tax documents prior to your appointment.

Download Checklist

TAX FILING FORMS

INDIVIDUAL

DUE DILIGENCE CHECKLIST

INCOME TAX CHECKLIST

IN ORDER TO MEET THE APRIL 15 DEADLINE

DOCUMENTATION IS DUE NO LATER THAN

MARCH 31, 2020