Tell us about yourself. Fill out the necessary information on this Client Intake Sheet so we can know more about you and your tax situation. This general information will allow us to better assist you with your tax and financial needs.
Do you currently own or just start a business? Fill out this Schedule C Form with the related income and expense information so we can gain a better understanding of everything you do.
Do you currently own any rental properties? Please fill out this Schedule E Form with information related to each of your rental properties. This information will help us to keep you organized with everything you are involved in.