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:

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:

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:

Please complete the Education Credits Worksheet to see if you're eligible for education credits.

Taxpayers with a COVID-Related Retirement Distribution:

Please complete the COVID Retirement Distribution Worksheet.