Ready to go with Tax Return Prep (Our process...)
Pull your tax slips together and use the personal tax questionnaire as a guide to ensure you have everything and we have the information that we need
Look below for any additional forms that pertain to your situation (small business, rental properties or home office expenses etc
Gather your items and bring them to our office or you can set up a drop box or email us your information . Contact our office for more details
Need a quote or further information we are happy to help!
Forms to Assist us in Preparation of your taxes! Doing in RIGHT!
Personal Tax Questionnaire
This is our basic tax package & questionnaire. We require this for all clients each year to ensure that we have up to date information on you & your family We also want to ensure that we do not miss any deductions or credits. This form will help act like a check list to ensure you have everything we need to do your taxes right & we don't miss anything that would benefit you.
Small Business Owners Form 2125
If you have a small business (sole proprietorship) you must complete this form and submit along with your taxes to us. This will help outline all the income and expenses you have related to your small business. If you have a Corporation please call the office
Rental Properties forms 776
If you have rental properties you must complete this form for each of your properties. If you are a first time client please ensure we have a copy of last years return with a complete 776 schedule so we can make sure we pick up all carryforward amounts correctly
Home office &/or Automobile Expenses
Did you work from home or have a home office where you worked all or some of the time for your employer? Use this form.
Use a personal automobile for work and deduct related expenses to that? Again this form is what you are looking for