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.