Downloadable Forms

2017 Tax Organizer Form - Personal 

2017 Tax Organizer Form - Corporate

1099 Form

IRS Instructions for Form 1099-Misc


IRS Power of Attorney


Engagement letter

Engagement Letter


Quarterly Tax Voucher

Referral Program  Form

Tax Organizer  Form

IRS Power of Attorney  Form

Form 1040-ES    Estimated Tax For Individuals

Referral Program Form


There are two ways to submit information to us.  The first and best choice is to choose one of our online forms.  The second is to choose to download a form and then fill it out.  We prefer that you fill out forms online, because it is much more efficient for you and for us.  The minute you submit an online form you get an acknowledgement and a copy of what you filled out.  But, if you prefer, download your form, fill it out, then scan it, print it, and fax it to us at 888.750.7557  .  Should you have any questions, just drop us a note or give us a call, and we will be happy to answer any questions you might have.