Here you will find Documents and Forms to assist you in tax preparation and tax planning
All documents and forms can be securely submitted to us via Secure File Sharing.
Returning clients may click this link to access their secure portal (new clients will receive an invitation to join after their new client call).
ALL 1040 Clients will need to complete ONE of the following:
Some 1040 clients may need to complete the following:
NEW CLIENT EXTENSION REQUEST – If you are a new client and need an extension
please complete this Extension request form for new clients.
An extension gives you until October 15th to file a personal tax return.
An extension DOES NOT extend the time to pay your taxes due.
Filing an Extension READ THIS before filing an extension
BUSINESS CLIENTS MAY REQUIRE:
There are many free and helpful resources all over the internet that small businesses can benefit from.
Here are several helpful tax and accounting resources we recommend (feel free to share your recommendations with us):
ATHENA CPAs AND ADVISORS LLC
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TAMPA FL 33624
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