New Clients Form

In order to better serve you, please take a moment to fill out the following form. This will help us understand your needs and preferences, and ensure that we can provide you with the best possible service. If you have any questions please contact us.

First Name

Last Name

Phone

Select an Address

List of information we need to present you with the best offer:

Name, Last Name, and Date of Birth for all your family members ( spouse, kids, or other dependents)

Your SSN and Driving Licence

Upload File

If any family member went to college, Form 1098-t

Upload File

If you have a mortgage, Form 1098 and the amount you paid for property taxes

Upload File

Currency information or form

Upload File

If you were unemployed, Form 1099-G

Upload File

If you have a corporation, income, and expenses

Upload File

If you paid for health insurance monthly, 1095 Form

Upload File

Crypto information or form

Upload File

Stock information or form

Upload File

Form you received from employers this year (1099 or W2)

Upload File

Additional 1099 or W2 form

Upload File

Additional 1099 or W2 form

Upload File

Most Common Business Expenses List

For the convenience of our clients, we have two ways of filling the MOST COMMON BUSINESS EXPENSES list. You can download an MS EXCEL form, fill it out and upload it, or fill the form on the website below.

DOWNLOAD Excel File

Upload Excel File

or Fill out the form below:

1. Miles you drove per year

3. Automobile Expense

5. Parking

7. Business Licenses and Permits

8. Insurance Expense

11. Meals, Business Lunch

13. Office Supplies

15. Professional Fees

17. Repairs and Maintenance

19. Telephone Expense

21. Ask My Accountant

Any asset purchased during the year:

2. Purchase of new asset

4. Tollway

6. Bank Service Charges

8. Computer and Internet Expenses

10. Interest Expense

12. Travel

14. Payroll Expenses

16. Rent Expense

18. Small Tools and Equipment

20. Utilities

22. Any other expenses not listed

Your Income

Also please prepare the following:

Your bank information ( account and routing number ) if you will like to pay your balance due or receive your refund directly on your account
Please check if you received the third stimulus check and the amount
If you qualify for Child Tax Credit Payments in 2022 please check the amounts you received

Depending on the forms you have, we will inform you of the price of our services after we review your documents.

Who do you want to be a receiver of this form?

Vaiva Zdanauske

Egle Rygelis

It doesn't matter

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