Tax Organizer Forms
These forms can be completed online and saved or printed. Leave blank whatever you do not know or understand. Save the form to your desktop and upload it to the ISTS Client Portal when finished, or bring it to our appointment.
Individuals & Self Employed
These forms can be completed online and saved or printed. Leave blank whatever you do not know or understand. Save the form to your desktop and upload it to the ISTS Client Portal when finished, or bring it to our appointment.
Rental Property Owners
These forms can be completed online and saved or printed. Leave blank whatever you do not know or understand. Save the form to your desktop and upload it to the ISTS Client Portal when finished, or bring it to our appointment.
Business
These forms are useful as a guide and to provide tax information.
Consent to Disclose Tax Return Information to Third Parties
Federal law prohibits the disclosure of personal tax information to third parties without your express written consent. Please download the appropriate consent form and complete it online prior to printing. Then sign/date and deliver it.
Consent to Disclose Tax Return Informationdoc