Individual Client Intake
We serve both in-person and virtual clients. Please use the toggle sections below to review the necessary documents for your ‘New Individual Client’ appointment. Not all of the documents may apply to your personal situation.
Virtual clients should CLICK HERE to submit the necessary documents.
Tax Resources
- IRS Website
- IRS Forms
- IRS Refund Center
- Tax Information For Small Businesses / Self Employed
- Tax Information For Large Businesses
- Tax Information For Corporations
- Tax Information For Partnerships
- Tax Withholding Estimator
- Sales Tax Deducation Calculator
- Tax Guide for Small Businesses
- State Tax Information
In-Person Clients
- New Client Sheet – CLICK HERE to download
- Prior Year’s Tax Return
- W-2(s), W-2G(s)
- 1099’s (Interest, Dividends, Capital Gains & Losses, Social Security, Pension/Annuity Disbursements)
- 1098 Home Mortgage Interest Form(s)
- Real Estate Tax Information
- Rental Property Information – CLICK HERE to download
- Self-Employed Information – CLICK HERE to download
- Qualified Tuition Statements (1098-T)
- Student Loan Interest Statements (1098-E)
- Childcare Information (name of provider, address, EIN #)
- Qualified Medical Expenses
- Charitable Contributions (Cash or Non-cash)
Virtual Clients
- New Client Sheet – CLICK HERE to download
- Prior Year’s Tax Return
- W-2(s), W-2G(s)
- 1099’s (Interest, Dividends, Capital Gains & Losses, Social Security, Pension/Annuity Disbursements)
- 1098 Home Mortgage Interest Form(s)
- Real Estate Tax Information
- Rental Property Information – CLICK HERE to download
- Self-Employed Information – CLICK HERE to download
- Qualified Tuition Statements (1098-T)
- Student Loan Interest Statements (1098-E)
- Childcare Information (name of provider, address, EIN #)
- Qualified Medical Expenses
- Charitable Contributions (Cash or Non-cash)