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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, let us know, and we will upload it 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:


The intake questionnaire is required for all clients each year. You can download the form below to complete it ahead of time, or we also have it available in the office when you come in. 


For the remainder of the 2022 filing season, we are only accepting current, returning clients. 


If we prepared your 2021 tax return, please come in to the office for an in-person meeting. 


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

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

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

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

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



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. 

SmartVault Access
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