Tax Packet

Your Essential Tax Preparation Documents

Welcome to the Tax Resources page! Below, you’ll find all the forms and documents required to complete your Tax Packet. These resources are available for download, printing, and completion to ensure you’re fully prepared for tax season.

  • Tax Portal Users: No action required! You’ll find all these forms are pre-loaded in your portal for digital completion.
  • Non-Portal Users: Download, print, and complete the forms below. Bring the completed forms with your tax documents to your drop-off.

Download our Comprehensive Tax Checklist to help you stay organized.

 

Required Documents for Your Tax Packet

  • Engagement Agreement: This document outlines the terms of our services and must be signed before we begin preparing your return.
    Download Engagement Agreement

  • Consent Form: The Consent Form grants us permission to prepare and e-file your tax return on your behalf.
    Download Consent Form

  • Taxpayer Questionnaire – For Individual Returns: Every client must complete a Taxpayer Questionnaire. This form ensures we have the details needed to prepare your return accurately.
    Download Taxpayer Questionnaire

  • Business Questionnaire – For business clients (S-Corps, C-Corps, LLCs): this form is required to gather additional information about your business operations.
    Download Business Questionnaire

     

  • Rental Income & Expense Worksheet (if applicable): If you own a rental property, this worksheet is required to report rental income and expenses accurately.
    Download Rental Income & Expense Worksheet

 

Notice Protection Plan Information

Read about how your returns our covered with our Notice & Audit Protection Plans