breathe the salt air...
feel the warm sand...
don't you feel
Print out your workbook and fill it out as best as you can.
These forms are so we can have an “intelligent conversation” with you concerning your tax situation. They do not need to be filled out perfectly; if you have questions, you can write notes or even add additional sheets of information or questions. It looks disgustingly long, but most of it will be left blank. it is our way of making sure you don't miss any potential deductions.
A Fillable PDF will allow you to download our workbook, save it to your computer, and type the answers in, and email the workbook to us. You will still have to scan/fax your other tax forms to us, so it is not all paperless. SIGH.... If you have the ability to digitally sign, you can. If not, you can still enter all of the info on your computer, but when it comes time to send it to you will need to print the pages out and sign and initial, then fax. SORRY...
If you want to hand write the forms, you can just print the file out and scribble away.
TRAVELER HEALTHCARE - for the RN, MD, PT, RT, OT, etc. CLICK HERE
NON-TRAVELER - for the "normal person" -Yes, we do have quite a few non-traveler clients.
EX PATS - For those living and working abroad. Same workbook, but use the foreign equivalents for any requested US forms.
CANADIAN SUPPLEMENT - you still need to do the US Organizer that pertains to you, you just have an additional one page form. CLICK HERE