Year End Letter

Download "2023 Individual Year End Letter.pdf"

Information to gather for individual taxes

Download "Tax info needed.pdf"

Forms needed for your appointment/drop off return

Please print and fill out the forms below before your appointment.  

Client Organizer 

Download "Client Organizer .pdf"

Client Questionnaire

Download "J ^0 S Client Questionnaire.pdf"

Engagement Letter

Download "J and S Engagement Letter tax year 2023.pdf"

Direct Deposit/Direct Withdrawal Authorization

Download "J and S direct deposit authorization.pdf"