Document & Tools Center
Fillable PDFs and Online Forms
Easy to Fill Out and Return
Upload your completed forms using your secure Client Portal or the Document Upload Tool. Please do not email attachments due to the increased risk of identity theft.
To download, simply click the PDF icons below.
Consultation
Consultation Agreement
Download and quickly fill out this fillable form then send it back.
You will need to print and sign this document.
Consultation Agreement
Quickly fill out the form and sign online.
Online Form - No downloading or printing is required.
Payment
Credit Card Authorization Form
Quickly download and fill out this fillable form then send it back.
Fillable PDF - No printing is required.
Tax Preparation—Personal
2021 Tax Preparation Checklist - Fillable PDF
Quickly download and fill out this fillable form to update your contact and dependent information, double-check to verify you have all the right documents, and indicate payment/refund information, then send it back with your ID and tax documents.
Fillable PDF - No printing is required.
2021 Tax Preparation Checklist
Quickly fill out the form online to update your contact and dependent information, double-check to verify you have all the right documents, and indicate payment/refund information, then attach your ID and tax documents using drag and drop.
Fillable PDF - No download or printing is required.
Schedule A
Medical and Dental Expenses Worksheet
Quickly download and fill out this fillable form to record medical and dental expenses. Fillable PDF - No printing is required.
Schedule A
Charitable Expenses Worksheet
Quickly download and fill out this fillable worksheet to record cash, non-cash, and travel expenses related to charitable donations.
Fillable PDF - No printing is required.
Schedule A Addendum
Donations Value Calculator
Quickly download and fill out this Excel worksheet to record and calculate non-cash charitable donations.
Excel Worksheet - No printing is required.
Schedule CDC
Child & Dependent Care Worksheet
Quickly download and fill out this fillable form to record child and dependent care expenses.
Fillable PDF - No printing is required.
Schedule E
Rental Income & Expense Worksheet
Quickly download and fill out this fillable form to record rental and royalty income.
Fillable PDF - No printing is required.
Schedule H
Head of Household Worksheet
Quickly download and fill out this fillable form to verify and record your Head of Household status.
Fillable PDF - No printing is required.
Schedule U
Unreimbursed Employee Expenses Worksheet
Quickly download and fill out this fillable form to record home office deductions, expenses not covered by your employer.
Fillable PDF - No printing is required.
Schedule V
Vehicle Expense Worksheet
Quickly download and fill out this fillable form to record vehicle expenses if you are self-employed or an independent contractor.
Fillable PDF - No printing is required.
Tax Preparation—Business
Schedule C
Business Income & Expense Worksheet
Quickly download and fill out this form to record income and expenses if you are self-employed or an independent contractor.
Fillable PDF - No printing is required.
Schedule V
Vehicle Expense Worksheet
Quickly download and fill out this form to record vehicle expenses if you are self-employed or an independent contractor.
Fillable PDF - No printing is required.
TOOLS
Links to Online Tools and Helpful Links.
Track My Refund
Track your refund using these quick links.
Tax Witholding Estimator
Take the guesswork out of paycheck withholding with this handy tool from the IRS
