• Personal, Professional & Confidential Services
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If you would like a copy of your tax return emailed, faxed or mailed to a third party, please complete and return this consent form.

The checklists below can facilitate the preparation of your tax return.

	2023 Comprehensive Checklist		2023 Summary Checklist
	2023 Comprehensive Checklist		2023 Summary Checklist
	2022 Comprehensive Checklist		2022 Summary Checklist
	2022 Comprehensive Checklist		2022 Summary Checklist

Standard Engagement Letter for an Individual Return (1040)
Standard Engagement Letter for an Individual Return (1040)