GET YOUR TAX RETURN PREPARED EFFICIENTLY

To ensure accurate and timely tax filing, please download and complete both the Tax Preparer Client Intake Form and Client Service Agreement. These forms are essential for us to gather all the necessary details and serve you effectively.

WHAT YOU'LL NEED:

● Personal Information – Name, SSN, contact info.
● Income Records – W-2s, 1099s, etc.
● Deductions & Credits – Expenses like medical, mortgage, and education.
● Business Info (if applicable) – Self-employment details.