Links to checklists and worksheets that we have designed to help you gather and submit all of your 2022 income tax information in a timely and efficient manner. Please print and use any of the forms that you will need.
2022 Personal Information Worksheet
2022 Direct Deposit & Electronic Funds Withdrawl Information
2022 Due Diligence Worksheet - Tax Credits & Dependents
2022 Education Tax Credit Questionnaire
2022 Itemized Deduction Worksheet 1
2022 Itemized Deduction Worksheet 2
2022 Business use of Vehicle Worksheet
2022 Rental Property Worksheet
2022 Self-Employment Worksheet
Reminder: We can not release your completed tax return prior to receipt of your signed Client Engagement Letter.