Are you completing a checklist for a corporate tax return? If so, please complete the Corporate Tax Checklist instead.

Personal Tax Checklist

We have made this process as easy as possible. Just follow the simple steps below, and you can have your taxes prepared by a tax professional without ever leaving your home. We will review your tax return with you prior to filing. Feel free to contact us if you have any questions.

If you made a tax appointment, please complete this checklist at least 24 business hours prior to your appointment.

1.  Questionnaire

Required for all clients. Skip if you have already completed one for this year. Complete one questionnaire per household.

2.  Business or Rental Activities

If you own a sole-proprietor business or rental business, use this form to report income and expenses for this business.

3.  Upload Tax Forms

No scanner required!  Take a photo of your tax documents and upload straight from your phone.  Or drag & drop from your computer.

4.  Pay Fee

Calculate and pay for your tax fees with a debit or credit card.

5.  Consent Form

New clients only.  Review and sign this tax preparation consent form.