To ensure your tax preparation process is as smooth as possible, our client forms help you gather the necessary documentation for your tax preparation appointment or drop-off. Our client forms are designed to help us capture every deduction and credit you are entitled to, allowing our experts to focus on maximizing your return. Whether you are a returning client or working with us for the first time, completing these relevant documents ahead of time helps our team provide the most accurate and efficient service possible.

You can access our client forms in several ways: download and print them, or fill them out virtually for a paperless experience. Once finished, you may return them in-person during your appointment, use our secure drop-off service, or upload them directly to SmartVault, our encrypted portal. Utilizing these client forms helps minimize wait times and ensures we have the details needed to serve you best. If you have questions about which documents you need, please reach out to our team.