*This form will serve as a cover sheet for your tax documentation is required to prepare your return. Personalized Tax Organizers are available upon request*

Filing Status: *
Phone Type: *
Would you like to receive text messages related to your tax return and/or appointments? *
Has your address changed since you last filed your tax return? *
Do you need to add any new dependents? *
Did you make estimated/quarterly payments for 2023? *
During 2023, did you: (a) receive crypto as a reward, award, or compensation or (b) sell, exchange, gift, or otherwise dispose of a digital asset? *
How would you like to receive your refund (if applicable)? *
For audit purposes, even if you have previously had Direct Deposit, your bank account info must be verified each tax year.
How would you like to receive your completed tax return? *
By your signature below, you certify and agree that the information you have provided is complete and accurate to the best of your knowledge. You have the final responsibility for the tax returns prepared by our firm. Therefore, you should review them carefully before you sign the e-file authorization forms (if applicable), or before you sign and submit your income tax returns directly to the appropriate taxing authorities. *