To reduce wait times and improve our customer experience please take a minute to review and complete the worksheets on this page. The information described on these Worksheets will be needed to prepare your personal and/or business tax return in a timely manner. Incorrect or incomplete information can delay filing of your returns.
New Business Worksheet
Complete & email us this form with your business information for your tax return
Returning Business Worksheet
Complete & email us this form to let us know any new business information for your tax return
Business Checklist
A checklist for business expenses useful for completing your tax return
New Client Worksheet
Complete & email us this form with your client information for your tax return
Returning Client Worksheet
Complete & email us this form with any new client information for your tax return
Personal Expense Checklist
A checklist of personal expense information for your tax return
Self Employed Income / Expense worksheet
A pdf to help self employed individuals track income and expenses related to your business
Capitol Gains Worksheet
A worksheet to help organize & record Capitol Gains and Losses you incurred in the past year.
Rental Expense worksheet
A pdf to help you keep track of income, expenses and purchases related to your rental properties
Direct Deposit Agreement
Downloading & completing this form authorizes Ambrozy Accounting to initiate tax agency automatic deposits and withdraws from your account.
If your bank information has changed please complete the Direct Deposit Agreement so we can update your account.
Credit Card Authorization For regular and recurring work, complete and send us this form so payments can be automatically charge to your credit card.
Please send your tax documents to us prior to any appointments. This will help streamline the tax preparation process. Tax documents can be uploaded to our secure online portal, faxed, or dropped off in person at our office.
Documents can be sent electronically to use our secure folder sharing web application ShareFile
If more information is needed to prepare your return, a tax preparer will get in touch with you. The timeliness of your cooperation is essential to our ability to complete your returns. Accordingly, if we do not receive information from you, it may be necessary for us to pursue an extension of the due date of your return.
Once completed, your tax return will be e-filed only upon the receipt of your signature pages and payment for services rendered.