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Tax Preparation Checklist

Convenient downloadable and fillable forms you can mail back, fax, email, or send via our secure portal.
Fill out the form below and click SUBMIT.
If you prefer to download or print the checklist as a PDF click HERE or on the PDF icon on the right.
Once complete, be sure to bring all the required documents and worksheets mentioned in the checklist. 
(See worksheet links at the bottom of this page)
Click here to begin filling out the form: ONLINE FORM
Fill out the form below and click SUBMIT.
Once complete, be sure to bring all the required documents and worksheets mentioned in the checklist. 
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