Forms&Downloads
Everything you need in one place — download forms, check important dates, and prepare for your appointment.
Income Tax
Tax Preparation Forms
Download and complete these forms before your appointment to help us prepare your return accurately.
Tax Questionnaire
PDF DownloadTax Questionnaire
PDF DownloadThis is the most important form to complete before your tax appointment. It helps us understand your income sources, deductions, and changes from the prior year — so we can maximize your return and minimize your wait time.
What to Bring to Your Appointment
Arriving prepared helps us serve you faster and ensures we don't miss any deductions. Gather these items before your visit:
- W-2 forms from all employers
- 1099 forms (interest, dividends, freelance income, retirement distributions)
- Records of estimated tax payments made during the year
- Mortgage interest statement (Form 1098)
- Property tax bills paid during the year
- Charitable donation receipts
- Medical and dental expense records
- Childcare provider information and expenses
- Prior year tax return for reference
- Valid photo ID and Social Security cards for all filers and dependents
Payroll
Payroll & Employment Forms
New hire onboarding, direct deposit enrollment, and tax withholding certificates for federal, state, and city requirements.
Can't find a form you need?
Give us a call and we'll get it to you right away.
Key Deadlines
Important Tax Dates
Stay ahead of federal and state filing deadlines. Mark your calendar with these key dates.
Q4 Estimated Tax Payment Due
Fourth quarter estimated tax payment for the prior year.
W-2s & 1099s Due to Recipients
Employers must furnish W-2s and 1099s to employees and contractors.
Individual Tax Returns Due
Federal and Michigan individual income tax filing deadline.
Q1 Estimated Tax Payment Due
First quarter estimated tax payment for the current year.
Q2 Estimated Tax Payment Due
Second quarter estimated tax payment.
Q3 Estimated Tax Payment Due
Third quarter estimated tax payment.
Extended Returns Due
Filing deadline for individuals who requested a 6-month extension.
Helpful Links
Government Resources
Quick access to government tax authorities for additional forms, publications, and filing tools.
Ready to Get Started?
Simplify Your Finances Today
Whether you need help with business accounting, personal tax preparation, or just want a straightforward quote — give us a call or send a message. We're happy to chat.