• Consultation Forms & Information Library

    All the forms you need for a successful consultation with Judy and our staff. Please print and complete all forms entirely before your first scheduled appointment.

    Child Tax Credit IRS Letter

  • Client Intake Form

    INDIVIDUAL’s intake form. (1/4 Forms)

    Print It

  • Client Worksheet

    “Gray Sheet” Tax Client Worksheet. (2/4 Forms)

    Print It

  • Tax Preparation Checklist

    Tax Preparation Checklist for all households and individuals. (3/4 Forms)

    Print It

  • Tax Preparation Checklist, cont.

    Itemized Deduction Report for qualified IRS categories. (4/4 Forms)

    Print It

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Website Contact Form

Send us an email, fax a document, reach out by phone, or correspond with us.

Email
jktax@outlook.com

Fax
(253) 460-5894

Office Phone
(253) 460-5716

Mailing Address
P.O. Box 64579
University Place, WA 98464