TAX IT EZ

Please arrive 10-15 minutes early to your appointment to fill out updated paperwork.  Or download the forms here and bring them in completed!

• Returning Client Profile Form - Welcome back.  If you filed your taxes with our office in the year immediately prior to the current filing season, please use this form to update your information for our records.  Phone numbers, addresses and bank information are critical. Also be sure to update dependent information especially for those clients that alternate dependents with another qualifying taxpayer.

• New Client Profile Form - Welcome to our office, please fill out this form along with the dependent information form if you will be claiming dependents and bring them with you to your appoinment along with photo ID and all social security cards. 

• Engagement Letter - Must be signed annually by both New and Returning Clients.

• Drop Off Form - This form is used for Returning Clients only where we have the detailed information already on file.  If you are a NEW client and wish to drop off your taxes, please fill out the new cleint and if necessary, the depended information forms and drop those off with your tax documents.   For Returning clients please use this form to ensure we have current information for your current tax preparation!

• Third Party Consent Form - This form must be signed if you wish to have us release your tax information to a thid party.

• What to bring to your tax appointment check list - Click link to get list to help organize your tax documents.

TAX IT EZ

8605 N DIVISION ST, STE B

SPOKANE, WA 99208

(509) 467-5992