We have prepared two very simple forms that will help you and our staff make the most of your time and energy when it comes to preparing your income tax return.
Simply click on the folder labeled “New Client Data Form” and save it to your documents folder on your computer. This information will be kept in our our secure database and under strictest confidentiality.
You may also find our “Expense Categories” spreadsheet helpful in preparing your information to send to TallyTaxMan. Again, simply click on the folder labeled “Expense Categories” and save it to your computer.
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If you have any questions or simply need help sorting through your tax information, please use our confidential quick response form below and we will respond quickly.