Interested in having me file your taxes? Please fill out one of the following forms, depending if you are a new or returning client, to get a better understanding of your current and unique tax situation.

The following information will be asked for:

• Full Legal Name

• Last 4 of your Social Security Number

• Your date of birth

• Mailing Address

• Phone Number

• A copy of last year’s tax return (if new)

• Relevant tax forms i.e., W2s, 1099s, etc