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 to request a detailed Client Organizer, we can send organizers as .pdf files attached to an email. Please email us to request your organizer - include your full name, address and email address where you would like to receive your organizer.

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


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


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. 


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

© 2020 by Reliable Income Tax Service Inc.