For corporate and partnership tax returns, we must have ALL tax information by Friday, 2/16/24.

For individual tax returns, we must have ALL tax information by Friday, 3/8/24. 

If we do not have all of your tax documents by these respective dates, we will not be able to meet the deadlines and an extension will need to be requested.

Please save PDF to desktop before filling out any information.

Individual Forms (Existing clients only need to fill out the top two forms)

• 2023 Yes No Questionnaire
• 2023 Individual Engagement Letter
• New Client Intake Form
• Disclosure Consent Form
• 2023 Consent to the use of tax return information
• Non Cash Charitable Donations Value Guide

Corporate Forms

• 2023 S Corp Engagement Letter
• 2023 S Corporation Tax Organizer
• 2023 C Corporation Tax Organizer
• 2023 Corporate Engagement Letter

Partnership Forms

• 2023 Partnership Tax Organizer
• 2023 Partnership Engagement Letter

Note: Please save PDF to your desktop before filling out any information.

Calculators

• • Withholding Calculator
  • IRS Direct Pay
  • North Carolina eServices
  • South Carolina MyDORWAY