Please fill out the questionnaire and bring with your tax documents to help save time with the drop process.
Due Diligence Questions
This questionnaire is to assist us in qualifying you for some valuable refundable tax credits (CTC, ACTC, EITC, AOTC)
Due Diligence Requirements
This packet concerns documentation requirements for EITC, CTC, AOTC, ODC, and HOH filing status.
Business Mileage Worksheet
This worksheet is required to determine how many miles you can deduct on your tax return.
C- Corporation Tax Organizer
This handout will help gather information for C Corporation clients.
Change of Address Form
This form needs to be filled out if you are needing your address changed on your tax return.
Consent for Disclosure Pick Up Only
If you are needing to have another party pick up your tax return for you, we will need you to fill this form out for us to keep with your records.
This is our terms and agreements for our services that we provide.
Individual Taxpayer Organizer
This handout is for gathering information for individual clients.
Rental Property Organizer
This handout will help gather information for individual clients with rental real estate.
Sole Proprietorship Organizer
This handout helps gather information from self-employed clients.
LLC Tax Organizer
This handout is for taxpayers who have an LLC.
Partnership Tax Organizer
This handout will help gather information from partnership clients.
S Corporation Tax Organizer
This handout is for gathering information from S Corporation clients.
Schedule C Due Diligence
If you are Self-Employed, please fill out this form and include it with your tax documentation to be able to complete your tax return.
Tax Appointment Checklist
Have an appointment and not sure what to bring? Here is a list of what you could need to bring with you.
- Sample Template for use by Childcare Provider
- Sample Template for use by Healthcare Provider
- Sample Template for use by Schools
For the Earned Income Tax Credit and Child Tax Credit, the client is required to provide proof of your dependents living with you. Here are templates the Internal Revenue Service has provided for the layout of letters written by Child Care Providers, Healthcare Providers, and/or Schools.