LifePlan Tax Preparation Services

Thank you for completing your Engagement Documents! We look forward to assisting you with your tax return! If you have any questions, please reach out to Diana,

Next Step - Upload your Tax Intake Form and Tax documents to your vault, or coordinate with Diana to have us scan them for you

(Upload to your online vault as soon as possible; final deadline March 22nd)

Intake Form Standard Deduction

Intake Form Itemized Deduction

Intake Form Schedule C Business Income