FREEDOM TAX & ACCOUNTING
FREEDOM TAX & ACCOUNTING

CLIENT INFORMATION FORMS

Client Information forms will be provided upon arrival for your appointment.  Forms must be completed each tax year.  Forms can be printed and completed at home to speed up your appointment time.  

WHAT SHOULD I BRING WITH ME?
A list of everything required to file a tax return.
WHAT SHOULD I BRING WITH ME.pdf
Adobe Acrobat document [62.9 KB]
CLIENT INFORMATION SHEET
The Client Information Sheet must be completed yearly even if you are a current client of Freedom Tax and Accounting.
Client Information Sheet.pdf
Adobe Acrobat document [348.1 KB]
PRIVACY POLICY
Privacy Policy.pdf
Adobe Acrobat document [52.5 KB]
ELECTRONIC REFUND CHECK or DIRECT DEPOSIT
ERC or ERD Form must be signed in order to use this option for your refund.
ERC or ERD.pdf
Adobe Acrobat document [72.7 KB]
AUDIT SHIELD
Freedom Tax & Accounting offers Audit Shield protection that protects you for up to three years.
Audit Shield.pdf
Adobe Acrobat document [46.1 KB]
TAX RETURN CHECKLIST
Tax Return Checklist.pdf
Adobe Acrobat document [119.3 KB]
SELF EMPLOYED TAX PAYERS
This form is only necessary for Self Employed Tax Payers. This form will allow the tax payer to list out each expense and the amount.
Self Employed Tax Payers.pdf
Adobe Acrobat document [44.8 KB]
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