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Info and Worksheets

Hours for Drop off of Tax Documents are -

Monday & Tuesdays 8am - 4 pm, Wednesday  9am - 6pm, Thursday & FRIDAY 8am - 6pm

Appointments are availabe for afterhour and weekends and we will do our best to accomidate you. 

Virtual services available with our secure portal please contact office for more information or click on link from home page to cereat an account

New Clients and Returning Clients - Please view and fill out below documents and return for tax preparation.

What to know before your appointment

Hours, Tips and Fees 

New/Returning Client Intake forms

Due Diligence Checklist (required for dependents, Head of Household, Child Tax Credit, Education Credit)

Documents to Include

Submitting and Delivery of Documents


WORKSHEETSPlease utilize the appropriate worksheets below, complete, and return with documents for tax preparation.

Small Business Worksheet - Simple

Small Business Worksheet - Detailed

Auto and Home Expenses

Rental Property - Simple / Multiple Properties

Rental Property - Detailed

Farm Income - Simple

Farm Income - Detailed

Salon/Barber Worksheet

In-Home Daycare Worksheet

Trucking/Professional Driver Worksheet