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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