​Intake/Interview Form - 13614-C

Before we can prepare your tax return, we require that you complete an Intake/Interview form that provides us with important information that we require for your tax return. You can obtain this form at one of our tax sites and complete it prior to seeing a tax preparer. However, you can also access this form below and bring it with you to your tax preparation session. Completing the form beforehand will save you time on the day you come to have your return prepared.   

The form is a "fillable PDF" format. You can access the form by clicking on the link below. If you have a PDF application installed on your computer, you can complete the form using that application. After you have completed the form, print it and bring it with you to the tax preparation site along with your other tax documents. Alternatively, you can print the blank form, complete it by hand, and bring it to the tax preparation site. Click on the button below to access the Intake/Interview form.

​Tax Preparation Worksheets

Worksheets to help you compile your tax data are provided below. These may aide you in collecting the necessary data to complete your tax return. If you complete the appropriate worksheets and bring them with you to your tax preparation appointment, it will save the preparer time and effort in completing your return. Click on the name to access the worksheet.

IRS Forms

Links to popular IRS forms are provided below. Click on the form name to access the form.
For additional forms, go to https://www.irs.gov