Please complete this form then click the 'Create my PDF document' button. Save this document as you'll need it for Step 2 below.
Enter your new address:
Enter your new banking info:
Enter your dependent's status:
Enter any changes in healthcare coverage and what type of coverage you have:
Enter any moving changes:
Please note any other items that we should consider:
Download the Form
IMPORTANT: Click the button to Download the PDF of your form. You will need to attach this in Step 2 below.
STEP 2: E-mail Tax Documents
Please click the SEND EMAIL button below, and attach all of the following documents:
Returning Client Information Form (PDF file from Step 1 above)
All your tax-related documents, such as:
Bank interest and dividend statements
Mortgage statement, property tax charity contribution amount, etc.
All other income-related documents
Student loan interest paid and college tuition amount paid in current year
Moving expense and miles moved
All other tax-deductible items
If you have problems with the SEND EMAIL button, manually send an email with all documents above attached to:
I would like to thank you for your confidence in our service. We shall send you an initial draft within 2 business days.
Please introduce our service to your friends and families also.
Joseph Oommen, CPA