Print out your workbook and fill it out as best as you can.
These forms are so we can have an “intelligent conversation” with you concerning your tax situation. They do not need to be filled out perfectly; if you have questions, you can write notes or even add additional sheets of information or questions.
It looks disgustingly long, but most of it will be left blank. it is our way of making sure you don't miss any potential deductions.
A Fillable PDF will allow you to download our workbook, save it to your computer, and type the answers in, and email the workbook to us. You will still have to scan/fax your other tax forms to us, so it is not all paperless. SIGH....
If You have the ability to digitally sign, you can. If not, you can still enter all of the info on your computer, but when it comes time to send it to you will need to print the pages out and sign and initial, then fax. SORRY...
| HEALTHCARE TRAVELER - for the RN, MD, PT, RT, etc.
PDF - to print and write in answers - CLICK HERE |
NON-HEALTHCARE TRAVELER - for the IT, Nuclear Techs, etc PDF to print and write in answers - CLICK HERE |
NON-TRAVELER - for the "normal person" -Yes, we do have quite a few non-traveler clients. PDF to print and write in answers - CLICK HERE |
CANADIAN SUPPLEMENT - you still need to do the US Organizer that pertains to you. PDF to print and write in answers - CLICK HERE |