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