PERSONAL TAX PREPARATION: ONBOARDING INTAKE, CLIENT TAX INTERVIEW & TAX DEDUCTION FINDER: Provide us all the following information that is applicable to you. We will need the following documents to allow us to prepare your Personal Tax Returns. Kindly provide to us the requested information and documents below. You must upload the documents in the upload attach area of this form. The information provided by you and documents will be sent together to us when you submit this form. Remember to click the SUBMIT bottom at the bottom of the page when completed. Note: The * Red fields are required.
You can use this Online Virtual Process to Start Your Tax Preparation with us. You are not required to have a Virtual Meeting. You can simply submit to us your tax docs and info and we will get in touch with you that same day. Your returns will be prepared after we speak with you. However we will need these documents Prior to a Virual Tax Prep CPA appointment if you selected that option.