For a basic list of information that you may need when coming in to have your taxes prepared, please see our Tax Prep Checklist.

If you are a returning client where we prepared your prior year tax return and would like a detailed Client Organizer, we have uploaded these to your client portal. Please complete the request form if you need an invitation to access your portal.

(Prior to sending the organizer, we may ask for identity verification.)


The following worksheets have been provided for your convenience to help you get organized. 

The worksheets are provided in pdf format. For best results, download the documents, and use

Adobe Acrobat Reader to view, fill, and save your worksheets. You may download a free version of

Adobe Acrobat Reader by clicking the link below:


Required for all clients, the following forms can be completed ahead of time or in the office. 

If this is the first time coming to our office, this worksheet will help gather general data we need. 

This form is required for all clients with dependents, the earned income credit or education credits.


If you need assistance gathering data, these worksheets can help.



The following links are here for your convenience: 

Where's my refund?
How do I calculate withholdings?
How can I pay tax?
Other helpful links

Client Portal Access

To request access to your client portal in SmartVault, or if you are a new client needing to upload documents, please complete the form below.