Online Tax Checklist
Complete our online tax checklist for general preparation information.
Start Tax ChecklistResource center
Firm Resources & Worksheets
Download firm-created checklists, worksheets, and organizers. These resources are provided for general preparation purposes only. Please contact the office for guidance specific to your situation.
Engagement Letter
Sign the engagement letter online only if instructed by our office.
Sign Engagement LetterPayment Information
Review payment options, QuickBooks Payments instructions, check mailing details, and where to find your preparation fee.
Go to Payment Portal
Please do not submit Social Security numbers, ITINs, bank information, tax documents, IDs, or other sensitive financial documents through the public website forms. If documents are needed, the office will provide secure upload instructions.
Tax Document Checklist
A preparation checklist for gathering common individual and business tax documents before an appointment.
FBAR Worksheet
A worksheet for organizing foreign account details before reviewing FBAR filing requirements.
Schedule Worksheet
A worksheet for organizing schedule-related tax details before the office prepares a return.
New Client Tax Organizer
A general organizer for new clients to prepare basic filing, contact, and tax-year information.
Business Tax Organizer
A business-focused organizer for collecting common entity, income, expense, payroll, and sales tax details.
Estimated Tax Worksheet
A worksheet for organizing information related to estimated tax payment review and preparation.