Client Forms

Below are a number of blank forms that are available for your convenience. If your preparer has requested that you download and complete one of the forms below, please be sure to do a “Save As” renaming the form with your identifying information.  Please remember that any documents that contain sensitive information should ONLY be sent via our secure SafeSend portal, and NOT via e-mail. Our SafeSend Portal link is available on the Yellow Client Tools drop down menu on the upper right-hand corner of our website.