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FIRST TIME CLIENTS AND RETURNING CLIENTS WITH TAX CHANGES
FIRST TIME CLIENTS AND RETURNING CLIENTS WITH TAX CHANGES
The government requires specific "Personal Information" along with other details in order to file a tax return.
To provide the information follow the instructions below.
CELL PHONE: With access to a printer, Open the blank 'Personal Information" form and print or COPY to Email, complete at your convenience.
COMPUTER/IPAD: Open the form, a fillable PDF, follow the instructions to enter the required information, then print.
or: Print the blank form and complete at your convenience.
Bring the completed form with your tax records/documents to your tax appointment.
Or if you are filing electronically using "Client Exchange"
Upload the completed form using their secure Virtual Tax Portal.