For Current/Prospective Clients

Client Information Sheet(0-3 dependents) For current or prospective clients

Client Information Sheet(4-6 dependents) For current or prospective clients

Business Information Sheet For current or prospective clients

Business Information Checklist

Business Expense Checklist

Personal Income Tax Checklist 2019 – Applies to Tax Years 2018/2019/2020

Personal Income Tax Checklist 2021 – Applies to Tax Year 2021

Personal Income Tax Checklist 2022 – Applies to Tax Years 2022/2023

Tax Planning Qualifier – FOR BUSINESS CLIENTS ONLY


2024 IRS Form W-4 – Withholdings for Employees

Form 1040X – Amended Return

Form 4506 – Request For Copy of Tax Return

Form I-9 – Employment Eligibility

In addition, here’s a few links to valuable IRS pages:

Internal Revenue Service

Where’s My Refund @

IRS Tax Fraud Alerts Nov 2014)

Small Business Administration