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    • Home
    • Customers
      • Document Upload
      • Request An Appointment
      • Tax & Accounting Services
    • Forms
    • Contact Us
  • Home
  • Customers
    • Document Upload
    • Request An Appointment
    • Tax & Accounting Services
  • Forms
  • Contact Us

Online Forms: please click below to complete forms online

Questionnaire for 2023 Tax Return (online form)

Questionnaire for 2023 Tax Return (online form)

Questionnaire for 2023 Tax Return (online form)

Click Here

New Client Packet (online form)

Questionnaire for 2023 Tax Return (online form)

Questionnaire for 2023 Tax Return (online form)

Click Here

Banking Information (online form)

Questionnaire for 2023 Tax Return (online form)

Email & PIN Information (online form)

Click Here

Email & PIN Information (online form)

Email & PIN Information (online form)

Email & PIN Information (online form)

Click Here

1099 Form (online form)

Email & PIN Information (online form)

1099 Form (online form)

Click Here

Tax Document PDF's

New Client Packet 2023 (pdf)Download
Questionnaire for 2023 Tax Return (pdf)Download
Banking Information 2023 (pdf)Download
Email / PIN Information (pdf)Download
1099 Form (pdf)Download

Previous Year: PDF's, Online Forms, & Links

2023 Tax Return Questionnaire (pdf)Download
New Client Packet 2022 (pdf)Download
Banking Information 2022 (pdf)Download
Email / PIN Information (pdf)Download

Questionnaire for 2021 Tax Return

Questionnaire for 2021 Tax Return

Questionnaire for 2021 Tax Return

Click Here

New Client Packet

Questionnaire for 2021 Tax Return

Questionnaire for 2021 Tax Return

Click Here

Banking Information

Questionnaire for 2021 Tax Return

Email & PIN Information

Click Here

Email & PIN Information

Questionnaire for 2021 Tax Return

Email & PIN Information

Click Here

Where's My Refund (Federal)

Where's My Refund (Illinois)

Where's My Refund (Federal)

Click Here

Where's My Refund (Iowa)

Where's My Refund (Illinois)

Where's My Refund (Federal)

Click Here

Where's My Refund (Illinois)

Where's My Refund (Illinois)

Where's My Refund (Illinois)

Click Here

Get My Payment (Stimulus)

Where's My Refund (Illinois)

Where's My Refund (Illinois)

Click Here

Advanced Child Tax Credit

Advanced Child Tax Credit

Advanced Child Tax Credit

Learn more

Newsletter PDF's

2024 Year End Tax Letter (pdf)Download

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