Excel Tax and Consulting Services

Above and Beyond

Want To Be Ready When You Arrive?

Below you will find links to client forms that you will need for your appointment as well as a tax checklist to help you get organized.  If you have any questions please fee fee to contact us.  In Income Tax Preparation it is always better to have more then you need.  A copy of last years return is requested because there are numbers that flow through to the following year.  New clients are the only ones who need this information.  If you can't get a copy of your prior year return we can help you get a free transcript from the IRS.


You can use any of these worksheet all year to keep yourself organized!  Many of these will simplify your life when it comes tax time year after year.  We suggest printing multiple copies of such items as the Mileage and Expense Log to keep in each vehicle so it is always handy when a tax deductible trip arises!

A Message for Our Drop Off Clients

When you drop off your information we will need to take a copy of your photo ID and Social Security Cards for everyone to be included on the return.  Other helpful items in a drop off would be your bank information for Direct Deposit of your refunds and a good contact number or email address in case we have any questions.