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Client Forms

Tell Me About You!

Please take a moment to fill out this brief form. Let's get started on your return!

New Client Form

Client Forms (pdf)

Tax Return Checklist

Tax Return Checklist (pdf)

Letter of Engagement

This letter lays out our relationship for your tax preparation - what you should expect from me, and what I should expect from you for timely, accurate service.

Common Tax Forms

IRS Forms and Other Resources for Many Happy Returns

2024 Form 1040 (pdf)

Small Business - furnish your subcontractors this form:1099-NEC (pdf)

Small Business Filing Schedule C (pdf)

Rental Properties 2024 Schedule E (pdf)

For Your Reading Pleasure

"IRS Braces for Another Chaotic Tax Season" -March 2022 New York Times (pdf)

Whose Baby Is That? Child and Dependent Care Credit (pdf)

Resources: IRS and the Rest

Where's My Refund?

IRS Forms

The Complete Library Right Here!

Tax Credits: Can You Qualify?

The Four Es:

Earned Income Credit (EITC)

No child or dependent? You may still qualify

Education Credits

Not in a traditional four-year degree program? The Lifetime Learning Credit could be for you.

Inflation Reduction Act of 2022

Credits for energy home improvements, e-vehicles, and more More info here:

Contact us for more on these important breaks

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