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Basic Tax Prep Forms
These Basic Tax Prep Forms will assist you in getting ready for your appointment. Especially when you plan to drop off your information. You don’t really need the basic Tax Information Form when you have a face to face appointment but it is nice, especially if you are a new client.
But if you have a business or a rental property… filling out the appropriate forms will save you time and money.
The purpose of these forms is two fold. First, to help you get started in assembling your important tax documents. Thereby assisting in the start of the income tax preparation process. Second, by filling out our form the information it provides reduces the amount of time it takes to complete your tax return.
If you have any unusual circumstances , please use the space in the form to communicate with us.
Call us to set up your appointment
Or Use our Remote File@Home option for basic filers
Or Just Drop Off your taxes!