WE CURRENTLY ARE NOT ACCEPTING NEW CLIENTS.
Below you will find various useful forms.
We prefer clients to drop off their tax documents. This can be done anytime because we have a drop slot in the door. Please put your items in an envelope. If we are in the office then please knock and if we are not then you can put the envelope in the mail slot in the door. THANK YOU!
Before starting any form with a green link, make sure you have your information handy. You will be timed out if the form is not completed in one sitting.
This client form has to be filled out by every client every year. Things change: addresses, new babies, you might have had jury duty, you child might be on there own, your email might have changed, you job might have changed and now you are collecting social security and pension. We don't know unless we have you will out a form. There have been times where clients tell us "nothing has changed" then we use the same deposit information as the prior year and they don't get their refund.
NOTE: You will be doing this fillable form through CITRIX Rightsignature and submitting it back to our office. Every RightSignature document is secured with full audit log, biometric data capture, and 256-bit encryption Legality Electronic contracts have the same legal validity and enforceability of pen-and-paper documents, when executed in compliance with e-signature laws .
2023 and Prior years Client Info & Engagement Form click here.
Checklist - What Items you need for your taxes ONCE EVERYTHING IS RECEIVED THEN WE WILL START THE PREPARATION
Partnership Client & Engagement Form
S Corporation or C Corporation Client & Engagement Form
Estate Client Form
Elite Tax Disclosure Form this form needs to be filled out if you would like for someone else to handle your tax return preparation. They will not sign for you or pay for you. This give us permission to give the person you tax data and discuss your return with them.
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Charitable Contributions:
A couple Donation Value Guides to determine how much your donations are worth: Donation Valuation Guide & Goodwill Values for NC
Charitable Contributions (places to donate other than Goodwill)
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Self Employment: Go to the Schedule C self employment TAB
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Rental Property: Go to the Rental Information TAB
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