CLIENT FORMS

Complete Your Tax Forms

Streamline your tax preparation and get started on your optimized return. Kindly select and complete the necessary forms below to ensure precise, compliant filing and secure your best possible tax outcome.

Your Easy Filing Steps:

You have two convenient options to complete and submit your forms:

Option 1: Fill Online & Upload

  1. Click on your required form to open it directly in your browser.

  2. Fill out the form on your device.

  3. Submit your completed form(s) using the dedicated button provided below each form.

Option 2: Print, Scan & Upload

  1. Download and Print your required form.

  2. Fill out the form manually with a pen.

  3. Scan the completed page(s) back onto your computer.

  4. Upload your scanned form(s) using the dedicated button provided below or bring them in person.

Important Note for Manual Forms: Please ensure your forms are clearly filled, legible, and contain no cancellations or erasures to ensure accurate processing.

Securely Upload Forms

Download Forms Below

Client Intake Form
Schedule E Form
Health Insurance Form
Employee Expense Police
Schedule C Information Sheet
Employee Expense Firefighter
Partnership K-1 Partner Information
Partnership Deduction Sheet
Partnership General Information Form
S-Deduction Sheet
Tax Exempt Information Form
S-K-1-Shareholders Share of Inc Form
Corporation Form
Tax Exempt Officers Compensation Form
Corporation Officers Form
Corporation Deduction Form
S-Information Sheet Form
Income Form

Fill and submit the form on your desktop or phone below

Client Information Form

Share your information securely to unlock personalized services and a smoother experience.
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Income Form

Securely provide your income details to ensure accurate tax calculations and maximize your potential refund or minimize your liability.
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S-Corp Information Sheet

Help us streamline your S-corp's tax filing. Kindly complete your information
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Corporation Deduction Form

Provide your corporate deduction information to ensure all eligible expenses are claimed and boost your final tax outcome.
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Health Insurance Information Form

Submit your health insurance information to ensure accurate reporting and claim any applicable tax credits.
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Corporation Officers Form

Please provide your corporation's officer details to ensure accurate record-keeping and regulatory compliance.
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Corporation Information Form

Please complete your corporation's information for accurate and compliant tax filings.
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Tax Exempt Officers Compensation Form

Submit officer compensation information to maintain transparent reporting and meet regulatory requirements.
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Shareholders Information Form

Submit your shareholder's share of income and credits to accurately reflect allocations and maximize individual tax advantages.
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Tax-Exempt Information Form

Provide your organization's essential tax-exempt information to ensure continued compliance and protect your status.
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Partnership Deduction Form

Submit your partnership's eligible deductions to ensure all benefits are claimed and optimize your overall tax outcome.
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Partnership Information Form

Please provide your partnership's general information for a precise and compliant tax return.
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S-Corp Deduction Form

Submit your S-Corp's eligible deductions to ensure all benefits are claimed and optimize your overall tax outcome.
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K-1 Partner Information Form

Provide partner details to ensure accurate K-1 reporting and compliant individual tax filings.
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Firefighter Information Form

Submit your income and expense information for an accurate and compliant tax return tailored to your service.
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Schedule C Information Form

Provide your business income and expense details to maximize deductions and optimize your sole proprietorship's tax outcome.
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Police Officer Information Form

Submit your professional expenses for an accurate and compliant tax return tailored to your service as a police officer.
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Rental Property & Passive Income Form

Provide your rental property and passive income details to maximize deductions and ensure accurate reporting.
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