Here are some of the most helpful downloads to assist you with getting ready for Tax Time:

*List of documents to bring with you.

*Terms of Engagement Letter (contact me for signing this via SignNow)

*Questionnaire for New Clients Or complete online then download the list of documents from above.

*Consent to Use Of Tax Return Information (to determine eligibility for bank products – contact me for signing this via SignNow) – MUST BE SIGNED BEFORE PREPARATION BEGINS

*Consent to Disclosure Of Tax Return Information (to allow for application of bank products – contact me for signing this via SignNow) – MUST BE SIGNED BEFORE PREPARATION BEGINS

*Schedule C Spreadsheet

*Schedule D (stock transactions) Import Worksheet.