RESOURCES

Client Portal

Powered by SmartVault

The client portal powered by SmartVault is a secure online document storage solution with AES 256 encryption to keep your data safe as well as accessible. Our office uses this portal to store your completed tax returns and the relevant source documents. Each client can also upload digital files to their portal for tax preparation.

If you have already accepted an invitation from our office to SmartVault, you can login to your account by going to reliabletax.smartvault.com or use the client portal button at the top of the page.

Organizer

If you are a returning client where we prepared your prior year tax return, a detailed Client Organizer has already been uploaded to your client portal.

Worksheets

The intake questionnaire and engagement letter are required for all individual clients each year.

Forms for partnerships, multi-member LLCs, S-corporations, estates, and trusts will be provided upon request.

All forms are also available in our office for your convenience.

Click the button below to download the fillable pdf below to complete ahead of time. You can either bring a printed copy to the office with you, or you can upload it to your client portal.

INTAKE QUESTIONNAIRE

Each year, we accept a limited number of new clients. Before completing our worksheets, please contact our office to ensure we are still accepting new clients and to determine if our office is a good fit for your individual tax filing needs.

All new clients will need to fill out the General Information form for their initial consultation.

GENERAL INFORMATION

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

TAX PREP CHECKLIST

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DEDUCTIONS

Worksheet to provide details of deductions and adjustments for your individual tax return

A list of values for items donated to a qualified charity.

NON-CASH DONATIONS

Worksheet to provide details of income and expenses for a small business / sole proprietorship

SMALL BUSINESS

Worksheet to provide details of income and expenses for a rental property

RENTAL PROPERTY

To provide one-time authorization for a third party to access your tax return records.

CONSENT TO DISCLOSE

For clients with dependents or college tuition.

DUE DILIGENCE

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:

RESOURCES

Client Portal

Powered by SmartVault

Organizer

Request Portal Access

Worksheets

Links

Where's my refund?

How do I calculate withholdings?

How can I pay tax?

Other helpful links