Client Portal: We use ShareFile, you can too!

ShareFile, our Client Portal, provides a fast, secure solution for sharing and exchanging electronic documents. It also allows a reduction in environmental waste by corresponding electronically instead of handling paper. Unlike email and email attachments, documents accessed through the Client Portal are protected by encryption technology providing confidence that your information is secure when in transit and at rest. » More about our Portal

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Forms for Tax Year 2018

In our continuing effort to be a paperless office, we have created electronic forms which may be downloaded, completed, and returned to our office to facilitate preparation of your tax returns. Click the title of each form you wish to download.

Form 1099 Preparation Request Form may be used to request 1099 preparation for any non-employee who earned over $600 during 2018.

Income Tax Engagement Letter for Individuals The engagement letter outlines services to be provided for the current tax year and we are able to commence requested services once an executed agreement is in place.

Income Tax Organizer for Individuals The 2018 Tax Organizer is a comprehensive document with fillable form fields that helps you organize your tax information to ensure you don’t miss any important deductions.

Income Tax Questionnaire for Individuals Question pages from our 2018 Income Tax Organizer are a helpful checklist of items that will assist you in compiling your tax documentation for the year.

Note: You must have Adobe Acrobat Reader installed to view and print the above forms. Click here to download the free program.