Current Client Document Hub

Important Tax Year Information 2022 - click here

Tax Year 2022 Organizer - click here

Client Engagement Letter - click here

SmartVault Upload Requirements - click here

IRS Tax Year 2022 Extension Payment Voucher (due April 18, 2023) - click here

Ohio Tax Year 2022 Payment Voucher (due April 18, 2023) - click here

IRS Tax Year 2023 Estimated Payment Vouchers - click here

Ohio Tax Year 2023 Estimated Payment Voucher - click here

Address Change Form (digital) - click here

Address Change Form (printable) - click here

New Dependent Form (digital) - click here

New Dependent Form (printable) - click here

College - Post Secondary Educational Expense (digital) - click here

College - Post Secondary Educational Expense (printable) - click here