Need to make an appointment? Please email the front desk or call us at (706) 677-2700 — appointments must be scheduled through Bre or Candice at our front desk.

Client forms & secure intake

Start faster with our client forms and secure intake for tax preparation, payroll onboarding, bookkeeping, and business services. PDFs are fillable; online versions submit directly to our encrypted portal and alert our team immediately.

Tip: Have your photo ID, prior-year tax returns, and entity details nearby. If you’re unsure which form to use, start with Intake and we’ll route it to the right team member the same business day.

Client Intake Form

Required for all new clients

Covers filing status, deadlines, and best contact method so we can assign the right preparer immediately.

Fill Out Online

Business Questionnaire

Required for new business clients

Captures entity type, payroll cycle, sales tax exposure, and bookkeeping tools to reduce back-and-forth.

Fill Out Online

Payroll Forms

Payroll onboarding, Updates, and Compliance Forms.

Includes direct deposit auth, W-4, G-4, and state-specific forms—ideal for new hires and pay changes.

Click Here

Tax Organizers

Find deductions & stay prepared

Checklists for individuals and businesses so you don’t miss documents or deductions.

Click Here

Identity Theft Recovery Guide

Your identity recovery roadmap.

Step-by-step actions if you suspect fraudulent filing or account access, plus IRS and credit bureau contacts.

Charitable Donations Tracker

A printable worksheet for tracking your yearly charitable giving.

Keeps dates, values, and receipt notes organized for Schedule A and state returns.