A tax intake questionnaire can facilitate the process of pulling together your tax information. The basic tax intake tool is designed for new clients and allows you to gather the information you need for us to help you. We find it helpful if you provide your last two years tax returns that includes prior year information and carryover data. By clicking the link below you can request that an intake form be emailed to you.
Federal Tax Forms
Looking for a federal tax form? Browse this online tax forms library to find downloadable IRS forms. The forms are presented in PDF format and are acceptable for filing with the IRS. You may also choose from dozens of helpful tax publications developed by the IRS to help taxpayers have a better understanding of various tax issues. Available in PDF format, these publications are written in a plain language format geared specifically to taxpayers.