Downloads

The collection of documents and the organization of information is often the most time-consuming aspect of tax preparation for the tax preparer, which increases the cost for the taxpayer.  All clients are required to have a signed client agreement before tax preparation commences. Clients are strongly encouraged to use the provided checklists  to assist in organizing information.  We would be glad to mail you any of these forms in hard copy. 

Sending Us Your Information

You may fax, mail or meet with us in person to give us your information. We discourage emailing private information such as account and social security numbers unless you can password protect it using Adobe.  Our preference is that you use our Smart Vault Client Portal.  Please contact us to set up a Smart Vault account at no cost.  Then you can click on the button above to begin sharing sensitive information with us over the internet. 

SmartVault Client Portal