Forms Center

Complete your form. Maximize your refund. Have peace of mind.

2023 Forms

New Individual Client Info Form

Helps us understand a little more about your personal financial situation.

New Business Client Info Form

Helps us understand a little more about your business financial situation.

Tax Prep + Financial Planning Questions

Gets you ready to review and submit taxes with FAS.

Existing Client Update Form

Change of address, contact information, etc.

2023 Complete Tax Organizer

Collects and organizes all your pertinent tax info.

Helpful Worksheets

Rental Deductions

Track the tax deductions of your rental property with our rental deduction worksheet.

Real Estate Agent Deductions

Track your deductions as a real estate agent with our real estate agent deduction worksheet.

Home Office Deductions

Work from home? Keep track of your deductible expenses with our home office deduction worksheet.

Business Income & Expenses

Track your business income and expenses monthly with our business income and expense worksheet.