Client Forms

2017 Tax Returns-  we are now required to submit driver's license numbers with Ohio returns.  All clients should bring in a copy of thier driver's liscence (and spouse) when dropping off your tax information.  This is being required in for 2017 returns in an effort to prevent fraud. 

General Client Forms


New Client Information Packet

2017 Health Insurance Letter
2017 Engagement Letter

Client Tax Worksheets  

Business Use of Home 2017

Daycare Meal Allowance Worksheet

Itemized Deductions