Tax Organizers
2009 Tax Organizers
2008 Tax Organizers
Other Forms
Consent to Disclosure of Tax Return – Beginning January 1, 2009 IRS Regulations require us to have a signed release statement every time we are called to release your tax return to any third party. In the past, we were able to release your tax return with verbal authorization. This is no longer the case. Because of this new regulation we can no longer release your tax return with verbal authorization. Fill out the form and return the original to our office.
Sample Consent to Disclosure of Tax Return Information - Sample Consent to Disclosure
Credit Card Payment Coupon - Print, fill out, and mail back your credit card payment
Retention Guide - A guide to help you determine how long to kept your records |