Forms to Download & Complete Before Your Appointment

The following list contains documents that provide important information about our IRS-approved Tax Preparation methods and forms that you must complete before we can prepare your 2021 tax return.

If you have already signed-up for an appointment at the HNS Life Center, you should have received a confirmation email with the required forms attached.

Some forms are fillable PDF files. Click each link to open and print (or download) the form.

REQUIRED before we can accept your tax documents:

Client Checklist – Tax Year 2021

Intake Interview & Quality Review Sheet   This form can be filled before printing.

Welcome Information & Acknowledgement

 

INFORMATION and INSTRUCTIONS

Options for Tax Preparation Assistance

No-Contact TaxWise Mobile App Information & Instructions

What We Can & Cannot Prepare – Information Sheet

IRS Publication 4053 Your Civil Rights Are Protected

IRS Publication 4836 VITA / TCE Free Tax Programs