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Tax Engagement Letter

Schedule C

Schedule E

Tax Intake Form

These intake forms are fillable if opened in the free adobe app

You can use them to help you catagorize your expenses

All personal information should be entered into our secure tax portal

Need to get your tax filings up to date?

Our team can work with you to file current or past due tax returns. Our team has many years of experience in filing tax returns, including those that are past due.

Ours is a judgement free team. Stuff happens. Let us help you get your return filed.  Then we can work with the Federal and State tax authorities to get payments set up, if necessary.

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