Forms and Letters

For Clients with dependent children: new IRS rules for 2016 require that you provide our office with evidence of your child's relationship, age and residency. Please bring a birth certificate for every dependent child and a doctor or school record which shows your address!

Don't forget your HEALTH INSURANCE CARDS or Form 1095-A, 1095-B or 1095-C from the Marketplace or your Employer!

1040 Tax Tips for Preparation of 2016 return

Engagement Letter - Please print out a copy of this letter and bring it with you to your 2016 tax appointment. Thank you.

Engagement 1040 Clients 2016

Please print and complete Client Information Sheet and bring it with you to your 2016 tax appointment.

Client Information Sheet 2016

If you need a list of items to bring with you to your tax appointment, please see the list below!
List for 1040 Clients - 2016

IRS Power of Attorney - Form 2848

Form 2848


Payroll Forms:

W-4 2017

I-9 Form and Instructions.pdf

W-9 Form.pdf

Other Resources:

Gambling Winnings Publication: Gambling Winnings and Losses.pdf

Salvation Army Guide: Salvation Army Guide.pdf