Tax Preparation Checklist

We've created the following tax organizer / tax checklist forms for our income tax customers. Fill these out and we can pick them up at your residence or business, or you can fax them to us.

Basic Tax Information

Fill out this form with your name, address, SSN, dependent list and other basic tax information.
Personal Tax Information Form

Taxes Paid or Refunded

Fill out this form with your taxes paid to the IRS.
Taxes Paid and Refunded Form

Wages, Salaries, W2 Forms

Fill out this form with wages, salary and W-2 form information.
Earnings Form

Interest and Dividend Income

Fill out this form with your interest, dividend and capital gains / losses information.
Interest, Dividend, Cap Gains Income

Sale of Personal Residence

Fill out this form if you sold your personal residence in the most recent tax year.
Sale of Personal Residence

Educational Expenses

Fill out this form if you had any educational expenses in the most recent tax year.
Educational Expenses Form