CLIENT DROP-OFF WORKSHEET

Would you like to save time by filling out our drop-off worksheets at home before you come in?  Please download the appropriate form, fill it out, and bring it in with you when you come.

Drop-off worksheet and checklist.

There are some new questions this year on our drop-off worksheets.�Additional information regarding 1099 forms and Foreign Financial Assets can be found by clicking on the following links:

1099 Fact Sheet

Foreign Financial Assets Fact Sheet.

SPECIAL REQUESTS

Would you like research done on a specific topic? Let us know by E-mail. We can call you with any specifics regarding your request.