Client Forms

If you are a new client, please fill out the appropriate profile form below and bring to your appointment. 

Individual Client Profile Form

Business Client Profile Form

If you are an existing client, preparing for your appointment for the current tax year, please fill out the appropriate engagement document and ACA (Affordable Care Act) questionnaire and bring to your appointment, both documents are required.

2018 Engagement Document 

and

ACA (Affordable Care Act)

If you are an existing client and have had contact information changes over the past year, please fill out the client information update form below and bring with you to your appointment.

Client Information Update

To assist you in gathering the required information and documentation for your appointment and tax preparation, please use our tax checklist.

Tax Checklist