Tax Checklists

checklistTo help us better organize your personal taxes, and identify potential deductions, please use the following forms.

To download the checklists and forms

  • Right-click on the link and select Save Target As or Save Link As.

To fill in the checklists and forms

  • Option 1: Open the PDF version of a checklist and type in the information, and save and send.
  • Option 2: If a Word version is available, open it in Microsoft Word 2010 or later, complete the form, and save and send.

Checklists and Forms

2017 Tax Forms
New Client Forms
(Required for all new clients)
Tax Checklists


Employment Expenses

If you have any questions about filling out these checklists, please contact us.