Helpful Documents

New Individual/1040 Client Information  
DOWNLOAD BEFORE INTERVIEW*

New Individual & Corporate/1040 & 1120 Client Information
DOWNLOAD BEFORE INTERVIEW*

Schedule C/1099 Contractor Expense Tracker*

*files may have warning before downloading - all have been securely uploaded*

Pay an Invoice

You may pay our outstanding invoices via credit card or Paypal account. You do not need a Paypal account to make a payment but it will first ask you for your email address so that we can send you a receipt. Be sure to choose the YELLOW Paypal Checkout button  if you do not wish to use a Paypal account.  

Before you begin, please locate your Client ID(s) on your invoice(s) and make sure to enter them in the space provided when completing the form to make sure your payment is applied properly.