CHECKLISTS

EXPEDITE OUR PROCESSING AND APPOINTMENTS

Downloadable Office Forms

Here are helpful forms to download and expedite our processing and appointments.

Please fill out all forms and submit documents through our “send us a file” option on the right-hand side menu of this page (paper icon).

• 
  Business Information
  
• 
  Tax Organizer
  
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  Tax Questionnaire
  
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  Tax Agreement
  
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  Bank Authorization
  
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  E-Signature Authorization
  
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  CPA Payment Authorization
  
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  Extension Request
  
• 
  Reminders Before You Leave
  
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  Personal Tax Checklist
  
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  Business Tax Checklist
  
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  Schedule C Tax Checklist
  
• 
  Bookkeeping Checklist
  
• 
  Estate / Trust Tax Checklist
  
• 
  New Business Formation Checklist
  
• 
  IRS Payment Options
  

Helpful Checklists

If you need comprehensive financial planning services from a CPA or Corporate Accountant, be sure to gather some important information before meeting with us.

To get the most out of your consultation, please complete the forms above and collect all relevant documents for inspection by our professionals.

• Individual Income Tax Returns
• Partnerships or LLCs Taxed as Partnerships
• Corporations or LLCs Taxed as a Corporation
• IRS Calendar/Deadlines