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 at 405-759-2796.
Please click on the options below to fill out this information online. You can also click here to download a PDF instead.
|Personal Information||Dependent 1's Information|
|Spouse Information||Dependent 2's Information|
|Dependent 3's Information|
|Dependent 4's Information|
|Dependent 5's Information|
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.
Social Security Number(s)
Cash and non-cash charitable donations
Unreimbursed employment-related expenses
Student loan interest/1098-E
Child care expenses and provider information
Last year's Federal and State tax return (new clients only)
Interest and dividend income /1099-INT/1099-DIV
State or local taxes paid
Estimated taxes or foreign taxes paid
Mortgage or home equity loan interest paid/1098
Job-related educational expenses
Tuition and Education Fees/1098-T
Casualty or theft losses
Health Coverage /1095-B or 1095-C