Forms
Fill out our organizers online, or download a PDF to fill in on your computer or print.
Each organizer can be completed three ways: online (sent straight to us), as a fillable PDF you type into, or as a printable PDF to fill out by hand.
New Client Organizer
Individual income tax intake: your household, income, deductions and refund choices. New clients, please start here.
Rental Property Organizer
Income & expense worksheet (Schedule E). One form per rental property.
Self-Employed Business Organizer
Income & expense worksheet (Schedule C) for self-employed and gig work. One form per business.
Filled out a PDF, or have tax documents to send? Upload them securely through our Client Portal, or bring them to your appointment.
Ready to get your taxes done right?
Call or text to schedule an appointment, or drop off your documents.