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CLIENT FORMS

Tracking & Recordkeeping

Business Expense & Mileage Log

This excel spreadsheet can help you organize your business expenses as well as keep track of your business and personal miles.

Rental Activity Tracker

Do you own a rental? This excel spreadsheet can help you keep track of rental activities that will help us prepare your tax return.

Detailed Tax Organizer

Do you need help organizing your tax documents throughout the year? Use our detailed tax organizer to make sure you don't miss a thing!

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In-take & Engagement Forms

Form 1099 Intake Form

Use this fillable online form if you would like assistance with filing Form 1099-MISC.

Income Tax Engagement Letter

Print and sign this letter if you would like us to prepare your income tax return.

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Form IT-204-LL Intake Form

Use this fillable online form if you would like assistance with filing Form IT-204-LL.

Sales & Use Tax Intake Form

Use this fillable online form if you would like assistance with filing Sales & Use Tax Returns.

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IRS & State Forms

Form W-9

This form is a request for a taxpayer identification number and certification.

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What else can we do?

Our accounting and support team is friendly, professional, and dedicated.

Contact us through our website, email, or by phone!

Visit us at one of our three convenient locations!