IMPORTANT LAW CHANGES - H.R.1 - Tax Cuts & Job Act, passed December 2017 made significant changes to tax law for tax years 2018 - 2025. Click Here for details on the individual and business law changes.
UPLOADING DOCUMENTS NOTE - This form uses a secure server allowing us to access your uploads by avoiding emailing sensitive tax documents. There are upload buttons throughout this checklist grouped by category and necessity. If you already have all documents scanned into one PDF, use the upload button at the end of the checklist. If you are missing any documents, make a note at the end of the checklist so we know what documents you/we are waiting on.
TO SAVE OR SUBMIT CHECKLIST- The bottom of this form allows you to save a draft and/or submit when complete. You can also print all questions using your web browser's print option.