Downloadable Forms

A disclosure agreeing that any confidential information must be kept confidential. To ensure the protection of such information, download and fill out form below. Once finished you can upload the file to your SmartVault.

This Excel sheet lists the quarterly due dates and links to pay Illinois & the IRS. Fill in ‘Date Paid’ and ‘Amount Paid’ throughout the year. Once finished you can upload the file to your SmartVault.

In order to prepare your return please complete all questions to the best of your ability. Once finished you can upload the file to your SmartVault.

Filing and extension will give you extra time to file your return, but it does not extend the time that you have to pay any taxes due.Once finished you can upload the file to your SmartVault.

An excel sheet to keep contractor payments organized. It is $50 for the first 1099, $15 per additional 1099 prepared. No additional fee for subscription clients. Once finished you can upload the file to your SmartVault.

This Information is required in order to complete the FBAR and the new IRS form 8938. We will need a copy of the year end financial summary. Once finished you can upload the file to your SmartVault.

In order to prepare your return we will need some specific information about your household, etc. Please answer all questions as fully as possible. Once finished you can upload the file to your SmartVault.

Filing and extension will give you extra time to file your return, but it does not extend the time that you have to pay any taxes due. Once finished you can upload the file to your SmartVault.

An excel sheet where you can enter and keep your donation totals organized throughout the year. Once finished you can upload the file to your SmartVault.

An excel sheet where you can keep your home office costs organized throughout the year. Once finished you can upload the file to your SmartVault.

An excel sheet where you can keep your rental property expenses organized throughout the year. Once finished you can upload the file to your SmartVault.

An excel sheet to enter before care, after care, daycare, camp (non-overnight) and other child care costs that were necessary for you to work. Once finished you can upload the file to your SmartVault.