Forms & Documents

Here is where you will find the required forms to fill out if you are new.

Please note that the "Free Bookkeeping Sheet" will have to be downloaded and uploaded or emailed to us. Also, you can learn how to upload the documents to us by watching the video below.


Forms and Documents

New Client Personal Info

Fill out this form for the personal portion of your tax return. If this is for a partnership, please fill out one for each partner that will be filing with us.

Complete The Form
Forms and Documents

C-Corp Info Form

Fill out this form to provide us with some general information about your business.

Complete The Form

Forms and Documents

S-Corp Info Form

Fill out this form to provide us with some general information about your business. Also, please fill out a "New Client info Sheet" for each owner that will be filing with us.

Complete The Form
Forms and Documents

Partnership Info Form

Fill out this form to provide us with some general information about your business. Also, please fill out a "New Client info Sheet" for each partner that will be filing with us.

Complete The Form

Forms and Documents

Single Member LLC Form

Fill out this form to provide us with some general information about your Single Member LLC.

Complete The Form
Forms and Documents

Free Bookkeeping Sheet

If you don't have an P&L or similar report, use this form to avoid the dreaded "Additional Bookkeeping" fee.

Complete The Form

Video Tutorials

Watch & Learn.