Helpfull Forms

Helpfull Forms

Your Maximum Tax Refund, Fast!

We’ve put together a set of easy-to-use forms to make your tax filing process smoother and help you achieve the maximum tax refund possible. These resources are designed for fast tax preparation, saving you time, keeping you organized, and ensuring you don’t miss a single credit or deduction for tax refund maximization. Download what you need, fill them out at your convenience, and bring them with you to your appointment — we’ll handle the rest!

Ready to File Checklist (pdf)

Schedule C Worksheet- Spanish (pdf)

Hoja De Datos DelCliente- Spanish (pdf)

Client Data Intake Form (pdf)

Schedule C Worksheet (pdf)

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