FORMS

1.Complete the Tax Client Intake Form.

https://form.jotform.com/243558648419167

2. Fill out the Tax Due Diligence Questionnaire.

https://form.jotform.com/243562958175064

3.Complete the Small Business Income and Expenses Form (if you’re a small business owner, self-employed, or a 1099 contractor).

https://form.jotform.com/243561735759165

Once done, I’ll send you a link to securely upload your documents through the mobile app. Let’s maximize your refund and get you right this tax season!