Forms

To save time you can print and complete the forms below before you stop in with your tax information.

For NEW TaxLady clients:  NEW ClientDropOffForm

For RETURNING TaxLady clients: No form is required for our returning clients (we will confirm some information with you when you stop in)

For both NEW and RETURNING clients:  Engagement Letter

 

Wondering what information TaxLady will need from you in order to prepare your taxes?

Individuals  What to Bring to Appt Checklist – Individual

Business Owners  What to Bring – Business

 

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