FORMS: *Click on form to download

Client Information Sheet (English)

Informacion del Cliente (Spanish)

Tax Checklist

1040-ES (Estimated Tax for Individuals)

W-4

W-9 (Request for Taxpayer Identification Number and Certification)

4506-T (Request for Transcript of Tax Return)

4868 (Application for Automatic Extension of Time
To File U.S. Individual Income Tax Return)

Income Tax Form

Business Expense Sheet

EIC Questionnaire

EIC Checklist

EIC Checklist (spanish/español)

New Client Documents

School Expense Form

Rental Property Worksheet

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