Required Worksheets

Some taxpayers will need to fill out additional worksheets. Click the list item below to download the appropriate worksheet if, during the tax year, you were:

If you are missing any documents when you arrive for your appointment, we may not be able to prepare your return. 

Most worksheets are fillable forms that can be completed while viewing them on your computer or mobile device and then printed. If you prefer, you can simply print the forms and fill them out manually.

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