Below are forms and helpful worksheets for you to complete. You can bring these to your tax appointment or you can fill them out and send electronically to the office. Please note some forms are REQUIRED and some are optional. ALL required forms need to be completed prior to any scheduled appointments or completed to be included with documents dropped off at the office. For any work or processing to begin on your behalf by Baer Tax Group, ALL required packets or documents must be completed and signed.
Tip for those who are emailing information: Please use a secure file transmission or request access to our secure Client Portal for uploading sensitive documents. Email firstname.lastname@example.org requesting "Client Portal" in the subject line.
We can send you a customized checklist based on your previous tax returns to help you organize your supporting documents. Email email@example.com requesting "Checklist" in the subject of the email. Or call 518-822-1673 to request one by postal mail.
Please complete all REQUIRED packets and/or forms that apply to your specific situation.