New Clients:

To get started, save the Client Data form as a PDF and fill out the necessary information. See below for instructions on completing the form.

Download Individual Taxpayer – Client Data Form

Download Business Taxpayer – Client Data Form

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Additional Tax Forms:

Download 2022 W4 Form

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Instructions for completing PDF forms:

*To keep your personal information safe, please do not email completed forms.*

Digital: Adobe Reader is required to complete this form.

1. Download the form.
2. Complete the necessary information.
3.  Save the file with “Last Name, First Name”.
4. Upload to your Intuit Link account.

Print: You may also download and print the form, write-in necessary information and contact me so that we can coordinate retrieval of the form.