Individual Paperwork
Please complete the form below before scheduling an appointment or drop-off.
Please do the following steps to complete our Individual Paperwork:
Required *- Click on the "View Individual Paperwork" button below to bring up the .pdf file in a new window.
- Fill out all the information you can, and add your signature by selecting the signature button at the top of your screen.
- Select "Apply Changes" once you've completed the form(s) and enter your email address.
- Enter the verification code sent to your email and click "Submit."
- Call us to schedule an appointment/drop-off, and bring in/fax/email all supporting/tax documents.