Forms & Articles
Client Consent Form: New regulations require us to have a taxpayer's consent before any tax return information can be disclosed to a third party or used for any purpose other than the preparation and filing of your tax return. Please use the form below to request that we release your tax return information to a third party (bank or mortgage company, for example). Client_Consent_Form-ASK.pdf
Credit Card Payment Form: Use this form to submit payment to our firm via credit card Credit_Card_Payment_Form.pdf
Form W-9: Use this form to request indentification numbers and formal names from service providers Form_W-9.pdf
Small Employer Health Insurance Credit Worksheet: Electronic version of the one included in the year end mailing: Health_Ins_Credit_and_Worksheets.xls
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