Client Information Form

Are you looking for a printable version of our Client Information Sheet? You can download that here:

1. Fill out the Electronic Client Data Form below.
2. Review the Personal Tax Prep Checklist/Small Business Tax Prep Checklist
3. Your Tax Preparer will email your secure portal link
4. Upload all documents
5. When your return is finished, your documents will be sent to you for electronic signatures and payment.

Refund Information

Tax Preparer

We sincerely appreciate your business and cooperation during this tax season.

*Please note, we do not share your information. All information is used only by Vincent Group Inc.