Tax Checklists

checklistTo help us better organize your personal taxes, and identify potential deductions, you can download and fill in the following forms, then send them to our office with your personal tax return information.

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 print it out to write in your information.
  • Option 2: NEW – Open the Word Document version of the checklist in Microsoft Word 2010 or later. The document is a fillable form where you can type text, select dates, select checkboxes, and so on. Save the document with your changes.

Checklists and Forms

All Checklists and Forms (ZIP)

For New Clients: Forms to Sign and Include with your Tax Checklists

Forms to Sign and Include if you Have Employment Expenses

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