Tax Prep Forms-Checklist

Please print and submit the following forms before visiting our office.  This will make your appointment more efficient.

Due to identity theft we must have a copy of drivers license for taxpayer and joint taxpayer.

For Dependent’s verification we need two forms of ID such as a social security card, birth certificate, insurance card school ID, etc.

We will need health insurance verification.  Health insurance cards, 1095 A, B or C.  If on marketplace insurance we must have form 1095-A before we can file your income tax return.

2017 Tax Year Checklist & Organizer

Client Engagement Letter

Client Information Form

Client Consent to Use Tax Information

Insurance Questionnaire

Direct Deposit Authorization for Refund

Extension Request Form

After completing the forms, go to the Upload tab to submit your forms along with the additional information requested.