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INITIATE TAX PREPARATION FORM

Prior to authorizing us to proceed with tax preparation, please make sure that you have provided us with
ALL necessary documentation; such as W-2s, 1099s, 1098s, childcare, college information, etc.
If needed, there is a Tax Checklist in the Optional Worksheets.

Before we finalize your taxes, we will contact you to discuss your return and answer any questions you may have.  When completed, we will send you the e-file forms for your signature(s) authorizing us to e-file.

Please complete the information below so we can reach you at the best time.

Checkmark your Preparer

By submitting this form, you (and your spouse, if applicable) agree to authorize us to prepare your taxes as per the Smits & Wilson, LLC terms and conditions.