LifePlan Tax Preparation Services

Thank you for your interest in our 2021 Tax Prep Services. If you just completed the interest form, we will review your submission and get back to you within in the next few business days!

Once you've signed your engagement documents, please complete the appropriate Tax Intake Form below and gather Tax documents by March 21st. These will need to be uploaded to your vault or coordinate with Diana to have us scan them for you.

(Upload to your online vault as soon as possible; only fill out the intake form most appropriate for your situation; final deadline March 21st)

Intake Form Standard Deduction

Intake Form Itemized Deduction

Intake Form with Schedule C Business Income