Current Client Document Hub

Important Tax Year Information 2023 - click here

Tax Year 2023 Organizer - click here

2024 New Requirements for Small Business Entities Under the BOI Reporting Rule - click here

BOI Compliance Guide Effective January 1, 2024 - click here

IRS Tax Year 2023 Extension Form & Payment Voucher (due April 15, 2024) - click here

IRS Tax Year 2024 Estimated Payment Vouchers - click here

Ohio Universal Payment Voucher - click here

Tax Payment Options for IRS & OH - click here

Final Actions Required for Filing 2023 Tax Return - click here

Client Engagement Letter - click here

Driver's License & Direct Deposit Form - click here

Address Change Form - click here

New Dependent Form - click here

College - Post Secondary Educational Expense - click here