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