Resources & Tools


2016 Forms Checklist - to help you stay more organized this tax season

2016 Client Packet- fill out and complete before your annual appointment 

2016 Engagement Letter

Consent to Mail - Allows Us to Mail Your Confidential Information 

Consent to Share Your Tax Information to a 3rd Party

Credit Card Authorization Form 

***These forms are for the use of our existing clients.  Please contact our office if you are a new client and we will provide you with the information and forms needed.