Secure Client Portal

Urgent COVID-19 Update

We are still preparing tax returns but are not meeting clients in person. We are operating on a virtual basis. Please call us at 828.277.4177 for details & please stay safe.

Read our update here.

Folder Forms

pdf 1. 2020 Tax Appointment Checklist

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pdf 2. 2020 Client Organizer- General Information

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pdf 3. 2020 New Client Organizer

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pdf 4. 2020 Client Organizer- Itemized Deductions (Schedule A)

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pdf 5. 2020 Client Organizer- Profit or Loss from Business (Schedule C)

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pdf 6. 2020 Client Organizer- Rental Income or Loss (Schedule E)

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pdf 7. 2020 Client Organizer- Auto Expenses and Business Use of Home

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pdf Minister's Housing Allowance Worksheet

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