2025 Tax Year Links

Scanning and Uploading

Instructions for Scan-to-PDF using a Mobile Device

Instructions for Uploading Documents to Clio Using a Mobile Device

Downloadable Forms for Tax Documents/Information to Provide:

Tax Year 2025 Tax Document ChecklistDownload
Schedule C Organizer for Self Employment IncomeDownload
Schedule E Organizer for Rental IncomeDownload
Organizer for Unreimbursed Medical Expenses and Guidance_Schedule ADownload
Organizer for Noncash Over 500 Dollars and Valuation Guide_Schedule ADownload
Business Use of Home Expense Organizer_Actual Expense MethodDownload
Vehicle Expense Organizer for Deductions on Schedules C and EDownload

Looking to be a new client? Contact us for more info!

 (781) 356-2500