Required Personal Tax Forms:

*IF YOU ARE SENDING YOUR INFORMATION TO US THROUGH SECURE EMAIL, PLEASE EMAIL ELISA @ TO REQUEST A SECURE LINK”!* For the protection of your identity, please DO NOT send personal information through an unsecure email.

Required Business Tax Forms for Corporations & LLCs:

  • 2022 CORP & LLC PACKET
  • 2022 RENTAL PROPERTY WORKSHEET *Required for each rental property you are claiming*
  • BUSINESS TAX ORGANIZER *Required if you are self-employed & do not have a 2020 Profit & Loss* You can use this basic organizer or you can go to the “Tax Guides” tab, scroll down to “Tax Information Specific to your Profession”, and click on the profession that relates the most to your business and use that organizer.