Consent to Release Information Federal law requires we obtain your consent prior to dislosing your tax return information to third parties for purposes other than the preparation and filing of your tax return.  Please click on the link below, print, fill out and sign the form and fax or return to our office, and we will keep your consent on file.  Any questions, please give us a call. Consent_to_release_tax_information.pdf

Individual Tax Return Organizer for New Clients In order to prepare your individual income tax return, we will need many pieces of information.  This organizer will help you gather the information that we need to prepare your individual income tax return. This organizer may not include places for you to list all items of income and deductions, but it will cover the majority of the items that we need.  In addition, please be sure to provide us with the tax documents that you receive such as a W-2s, 1099s, and 1098s. 2009 Blank Individual Tax Return Organizer   4565 Hilton Parkway, Suite 101 Colorado Springs, CO 80907 (719) 531-0445   •  Fax: (719) 531-0448 1-888-733-3345