For corporate and partnership tax returns, we must have ALL tax information by Friday, 2/17/23.

For individual tax returns, we must have ALL tax information by Friday, 3/10/23. 

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)

• 2022 Yes/No Questionnaire
• 2022 Individual Engagement Letter
• New Client Organizer
• Disclosure Consent Form
• Consent to the Use of Tax Information
• Online Banking Authorization Request Form
• Non Cash Charitable Donations Value Guide

Corporate Forms

• 2022 S-Corporation Engagement Letter
• 2022 S-Corporation Organizer
• 2022 C-Corporation Organizer
• 2022 Corporate Engagement Letter

Partnership Forms

• 2022 Partnership Organizer 
• 2022 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