Client Forms

2018 Tax Returns-  we are now required to submit driver's license numbers with Ohio returns.  All clients should bring in a copy of their driver's license (and spouse) when dropping off your tax information.  This is being required in for 2018 returns in an effort to prevent fraud. 

General Client Forms

 

New Client Packet - Business

New Client Packet - Standard

2018 Healthcare Form

2018 Engagement letter


Client Tax Worksheets  

2018 Business Use of Home Worksheet

2018 Daycare Rates 

Itemized Deductions