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Customer Resource Center
Welcome to our
Customer Resource Center
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The following forms are required to help expedite and insure your return is filed correctly.
This form provides the main information needed to start your return.
Ex. Name, Date of Birth, etc.
SFT Main Info Sheet
This form helps identify itemize deductions that the client maybe able to claim for the current tax year.
Itemized Deductions
This form helps identify the clients filing status and the number of exemptions.
Due Diligence
This form is for clients who were self employed or 1099 employees during the current tax year.
Self Employment Worksheet
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2450 Wynnton Road
Columbus, Georgia 31906
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