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Great! Welcome to your tax prep resource center.

We're excited to get started. As you know, we will need a few things from you to complete your taxes. Below you will find a list of resources to download, or if you prefer, you can fill out our online forms to have your information updated. If you have any questions, give us a call a405-759-2796.

Personal Information

 

Please click on the options below to fill out this information online. You can also click here to download a PDF instead

 

General Dependents
Personal Information Dependent 1's Information
Spouse Information Dependent 2's Information 
   Dependent 3's Information
   Dependent 4's Information
   Dependent 5's Information

Business Information

 
Click on the links below to update this information online. You can also click here to download a PDF instead.

 

 General Shareholders
Business Information Shareholder/Partner/Owner 1 
  Shareholder/Partner/Owner 2 
   Shareholder/Partner/Owner 3
  Shareholder/Partner/Owner 4 

Tax Document List

 

Below is a list of tax information/documents that may be needed to complete your return. This list is not all inclusive; merely examples of the most common tax information/documents needed.

 

checkbox-iconSocial Security Number(s)
checkbox-iconDependents’ Social Security numbers and dates of birth
checkbox-iconWage statements/W-2s
checkbox-iconSelf-employment business income and expenses/1099-MISC
checkbox-iconCommissions received/paid
checkbox-iconPension, retirement income/1099-R
checkbox-iconUnemployment income/1099-G
checkbox-iconCanceled Debt Amount/1099-C
checkbox-iconSocial Security income/SSA-1099
checkbox-iconIRA contributions
Statements on the sales of stocks or bonds/1099-B

checkbox-iconCash and non-cash charitable donations

checkbox-iconUnreimbursed employment-related expenses

checkbox-iconStudent loan interest/1098-E

checkbox-iconSchedule K-1(s)

checkbox-iconChild care expenses and provider information

checkbox-iconLast year's Federal and State tax return (new clients only)

checkbox-iconInterest and dividend income /1099-INT/1099-DIV
checkbox-iconLottery or gambling winnings/losses
checkbox-iconState refund amount/1099-G
checkbox-iconIncome and expenses from rentals
checkbox-iconAlimony paid or received
checkbox-iconRecord of purchase or sale of residence
checkbox-iconMedical and dental expenses
checkbox-iconReal estate and personal property taxes 

checkbox-iconState or local taxes paid

checkbox-iconEstimated taxes or foreign taxes paid

checkbox-iconMortgage or home equity loan interest paid/1098

checkbox-iconJob-related educational expenses

checkbox-iconEducator expenses

checkbox-iconTuition and Education Fees/1098-T

checkbox-iconCasualty or theft losses

checkbox-iconHealth Coverage /1095-B or 1095-C