Forms

Welcome to our forms page. Having these forms prepared before a meeting or turning in your tax documents is a great help to us.

To obtain the forms do one of two things:

1. Click on the form(s) needed, print them, fill them out in pen, and deliver to our office.
   • When you have completed the forms please do one of the following:
     • Drop them off at our front desk. OR
     • Scan the forms as .pdfs and upload them to your secure online portal. OR
     • Mail them to our Louisville office.
2. OR Click on the form(s) needed, download to your computer, fill them out on your computer.
   • When you have completed the forms please do one of the following:
     • Save and upload them to your secure online portal. OR
     • Print and drop them off at our front desk. OR
     • Print and mail them to our Louisville office.

We will return any original form that is delivered to us.