Complete the checklist and click "Submit" at the bottom. You can also print the form and return it to us together with the documentation required. If we are required to prepare tax returns for family members, submit a checklist for each family member. Some fields are visible only if the applicable boxes are checked.
To receive our templates to organize your information (where available), please contact us after your submission.
DO NOT SUBMIT THIS FORM IF YOU ARE NOT OUR CLIENT.