These are the various documents you will need to fill out and include with your tax documents. We will not be able to start working on your return without these questionnaires and checklists. Please download all that are applicable, fill out, and upload to ShareFile with your tax documents. We have added a link below to access ShareFile. If you have not registered yet, please email Donna@BusinessHarmony.Life
As a reminder, all tax services are through our sister company, Edge CPA LLC
These two documents are REQUIRED FOR ALL tax clients
Use these checklist to help you gather tax documents-they are all fillable!
These are additional questionnaires that you may need to fill out depending on your tax situation. They are all fillable!
These are additional questionnaires but are not applicable to most clients-they are all fillable!
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