Forms Center
All your forms, organized.
Tax checklists, IRS forms, onboarding packets — all in one secure place.
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Appointment Prep
What to bring to your appointment
Tailored checklists for every way we serve clients.
In-Office Visit
- Government-issued photo ID
- SSNs for filer, spouse, and dependents
- All W-2s and 1099s
- Prior-year federal & state returns
- Bank routing/account for direct deposit
- Any IRS or state notices
- Deduction & expense receipts
Phone Consultation
- Photo ID (uploaded to portal)
- All W-2s and 1099s uploaded in advance
- Prior-year return (if available)
- Bank info for refund deposit
- List of questions or concerns
Zoom Consultation
- Photo ID ready on camera
- Documents uploaded to portal beforehand
- Quiet, well-lit space
- Stable internet connection
- Spouse present (if filing jointly)
Secure Upload Filing
- Photo ID uploaded
- All income documents (W-2, 1099, K-1)
- Prior-year return
- Deduction documentation
- Bank info for direct deposit
Business Tax Prep
- Formation documents / EIN letter
- P&L and balance sheet for the year
- Payroll summary (941/940/W-2/W-3)
- Bank & credit card statements
- Asset purchases & depreciation register
- Prior-year business return
Self-Employed Filing
- 1099-NEC / 1099-K / 1099-MISC
- Income summary by client/source
- Expense categories with totals
- Mileage log (business miles)
- Home-office square footage (if applicable)
- Estimated tax payments made
Checklist Library
Prep checklists & engagement forms
Working PDFs of these checklists are added to the library as they're finalized. Need one urgently? Request it here and we'll email it directly.
Individual Tax Prep Checklist
ID, SSNs, W-2s, 1099s, prior-year returns, bank info, deduction docs.
RequestSelf-Employed / 1099 Checklist
Income summary, expense categories, mileage log, home-office details, 1099-NEC/K.
RequestBusiness Tax Prep Checklist
Entity docs, P&L, balance sheet, payroll summary, prior return, asset register.
RequestIncome & Expense Worksheet
Categorized worksheet for self-employed and small-business income/expenses.
Request