Getting Started
What We Need From You To Complete Your Taxes
- Copy of photo ID for all individuals filing taxes (we can make the copies in the office)
- Copy of Social Security card for everyone on the return (including children – we can make the copies in the office)
- All of your tax applicable information
- ProAcct Financial forms filled out (Intake Interview Sheet, Engagement Letter and Privacy Disclosure, Bank Information sheet)
Please download and fill out the forms.
- 2020 Intake Interview (NEW)
- ProAcct Customer Bank Account Form (NEW)
- Engagement Letter and Privacy Disclosure (NEW)