Resources

Intake Form Download

A well-prepared tax filing starts with organization. To assist you in gathering the necessary information, we provide a Letter of Engagement outlining our responsibilities, as well as a Tax Preparation Checklist to help ensure you have all relevant documents ready. You can download these resources below to review and complete at your convenience. Once ready, you may securely upload them via our Client Portal, drop them off at our office, or mail them—whichever option works best for you. For accuracy and efficiency, we also recommend providing copies of your last two years' tax returns, as they contain important prior-year information and carryover data.

All documents are available in Adobe Reader (PDF) format. You can get Adobe Reader free from Adobe's website.

Tax & Finance Calculators

These interactive calculators and tools, provided by CalcXML, are for educational purposes only and should not be considered financial, legal, investment, or tax advice. The results are based on the information you provide, are purely hypothetical, and serve as illustrations. Please note that CalcXML is an independent service and is not affiliated with us.