Forms
The forms you will need to fill out before your appointment depend upon your situation. Please download and complete all forms needed for your taxes.
All Taxpayers:
All Taxpayers:
Please review COVID-19 Screening and the Document Checklist for the information you need for your appointment. Complete the Intake Booklet, and Itemized Deduction & Other info Worksheet.
Self-Employed (Schedule C) Taxpayers:
Self-Employed (Schedule C) Taxpayers:
Please complete the Self-Employed Schedule C Worksheet and the COVID Self-Employed Worksheet if you were unable to work due to the pandemic.
Taxpayers with Education Expenses:
Taxpayers with Education Expenses:
Please complete the Education Credits Worksheet to see if you're eligible for education credits.
Taxpayers with a COVID-Related Retirement Distribution:
Taxpayers with a COVID-Related Retirement Distribution:
Please complete the COVID Retirement Distribution Worksheet.