A tax intake questionnaire can facilitate the process of pulling together your tax information. This basic tax intake tool is designed for new clients and allows you to gather the information you need for us to help you. You can then print the completed tax intake tool and mail it, drop it off at our office or request a client portal be sent to you to upload from home... whichever way best serves you!
We also find it helpful if you provide your last two years tax returns that includes prior year information and carryover data.
NEVER fax or e-mail the completed forms over the phone lines or internet... It's not safe! You can upload the forms over the internet through our secure private IT system with Client Portals. To download our personal intake form, click the link below (PDF).
Click on a category below to find forms, explanations, and other tools to help you manage your taxes.
Important tax dates for individuals
A full set of downloadable forms from the IRS
A full set of downloadable publications from the IRS
Tables to enable you to find your federal marginal income tax rate
A list of tax related terms and descriptions
This content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. It may not be used for the purpose of avoiding any federal tax penalties. Please consult legal or tax professionals for specific information regarding your individual situation.