If you need to file taxes for a previous tax year, you will need to gather the required tax documents and fill out the appropriate worksheets as described on the Pre-appointment Packet Page. In addition, you’ll need to:

• Schedule a separate appointment for each tax return to be prepared.
• Fill out the Intake Form for the tax year to be prepared. This ensures that we have the information relevant to the tax laws in place in that year. Click the buttons below to download the intake forms for the tax return you need prepared.