Tax Preparation Packets

Do the paperwork once — before your visit.

Download the packet that fits your situation, fill it out at home, and your appointment goes twice as fast.

Step 1

Choose your tax preparation packet

Pick the packet that matches how you earn. Each one lists exactly what to gather and the questions we'll ask.

Step 2

Please complete this alongside your packet — it lets us work with the IRS on your behalf.

Attention Independent Contractors

If your classification is in question, start with these before your appointment.

Reference

Rulings and case law our contractor and mariner clients ask about most.