Useful Forms

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2024 Request for Tax Filing Extension

2024 COMPLETE CLIENT PACKET

2023 COMPLETE CLIENT PACKET

Request for Tax Filing Extension

2022 Complete Individual Tax Information Packet

Consent to Release Tax Return Information

2021 Complete Client Packet

2021 Tax Information Worksheet (FILLABLE)

2021 Engagement Agreement

2021 Charitable Contribution Questions

2021 Tax Information Worksheet

2020 Tax Information Worksheet/Engagement Agreement

2020 Charitable Contribution Questions