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Download the forms that apply to your situation

The forms on this page will be used to help gather most of the information we need to prepare your taxes. All clients will need to complete a tax organizer, however, you may opt to use the online organizer instead of the printed one. You will not need to do both. If you are a landlord, please download the rental property questionnaire.

Get Your Tax Organizer:

Your tax organizer is a form/checklist that helps you gather all of the information we will need to do your taxes.

Click here to get your tax organizer (manual or online)



Landlords, Download the Rental Property Questionnaire:

Rental Property Questionnaire

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